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
$210M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.39M
3
+$374K
4
ANET icon
Arista Networks
ANET
+$332K
5
MA icon
Mastercard
MA
+$307K

Top Sells

1
+$489K
2
+$477K
3
+$458K
4
KMB icon
Kimberly-Clark
KMB
+$371K
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$342K

Sector Composition

1 Technology 5.85%
2 Healthcare 3.76%
3 Industrials 3.16%
4 Communication Services 1.56%
5 Financials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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104
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105
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-1,599
106
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107
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-984
108
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-2,342
109
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-7,529
110
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-11,819
111
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-23,397
112
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-39,490
113
– –
-1,714
114
– –
-11,801
1 2 3 4
5