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
$211M
AUM Growth
-$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$494K
3
+$458K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$423K
5
ADSK icon
Autodesk
ADSK
+$400K

Top Sells

1
+$458K
2
+$447K
3
+$429K
4
CBOE icon
Cboe Global Markets
CBOE
+$360K
5
NDAQ icon
Nasdaq
NDAQ
+$358K

Sector Composition

1 Technology 6.69%
2 Healthcare 3.86%
3 Industrials 3.15%
4 Financials 1.73%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,139
102
– –
-1,038
103
– –
-2,395
104
– –
-1,880
105
– –
-845
106
– –
-5,927
1 2 3 4
5