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
$224M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.11M
3
+$514K
4
ADBE icon
Adobe
ADBE
+$500K
5
AOS icon
A.O. Smith
AOS
+$418K

Top Sells

1
+$494K
2
+$400K
3
+$390K
4
DHR icon
Danaher
DHR
+$360K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$333K

Sector Composition

1 Technology 7.43%
2 Industrials 4.05%
3 Healthcare 3.95%
4 Financials 1.77%
5 Communication Services 1.29%
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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-20,000
105
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-5,974
106
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-11,383
107
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-715
108
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-2,908
109
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-1,743
110
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-537
111
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-3,765
112
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-691
113
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-8,085
1 2 3 4
5