GWM
Gitterman Wealth Management Portfolio holdings
AUM
$436M
1-Year Est. Return
11.67%
1 Year Est. Return
+11.67%
AUM
$214M
AUM Growth
+$4.16M
(+2%)
Holding
107
Top Buys
| 1 | +$2.01M | |
| 2 | +$1.45M | |
| 3 | +$458K | |
| 4 |
Visa
V
|
+$447K |
| 5 |
Johnson & Johnson
JNJ
|
+$434K |
Top Sells
| 1 | +$415K | |
| 2 | +$332K | |
| 3 | +$305K | |
| 4 |
Regeneron Pharmaceuticals
REGN
|
+$291K |
| 5 |
Dover
DOV
|
+$275K |
Sector Composition
| 1 | Technology | 6.32% |
| 2 | Healthcare | 3.79% |
| 3 | Industrials | 3.34% |
| 4 | Financials | 2.42% |
| 5 | Communication Services | 1.35% |