GWM

Gitterman Wealth Management Portfolio holdings

AUM $436M
1-Year Est. Return 11.67%
This Quarter Est. Return
1 Year Est. Return
+11.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$358K
3
+$347K
4
STN icon
Stantec
STN
+$313K
5
NKE icon
Nike
NKE
+$280K

Top Sells

1
+$581K
2
+$486K
3
+$468K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$431K
5
HPP
Hudson Pacific Properties
HPP
+$373K

Sector Composition

1 Technology 10.19%
2 Healthcare 7.23%
3 Industrials 3.68%
4 Communication Services 2.96%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-796
102
– –
-5,635
103
– –
-4,165
104
– –
-1,586
105
– –
-3,551
106
– –
-5,570
107
– –
-3,419
108
– –
-5,432
109
– –
-1,838
110
– –
-4,401
111
– –
-7,500
112
– –
-2,106
1 2 3 4
5