GWM

Gitterman Wealth Management Portfolio holdings

AUM $436M
1-Year Est. Return 11.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.66%
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
+$1.57M
2
+$1.08M
3
+$483K
4
WAT icon
Waters Corp
WAT
+$431K
5
AOS icon
A.O. Smith
AOS
+$374K

Top Sells

1
+$494K
2
+$400K
3
+$376K
4
DHR icon
Danaher
DHR
+$360K
5
ANSS
Ansys
ANSS
+$331K

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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-5,657
102
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103
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104
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105
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106
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107
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-11,739
108
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-715
109
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-2,908
110
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-1,743
111
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-537
112
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-691
113
– –
-8,085
1 2 3 4
5