GWM

Gitterman Wealth Management Portfolio holdings

AUM $429M
1-Year Est. Return 11.02%
This Quarter Est. Return
1 Year Est. Return
+11.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1 +$25.4M
2 +$20.7M
3 +$6.1M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$1.06M
5
AFL icon
Aflac
AFL
+$501K

Top Sells

1 +$21M
2 +$1.59M
3 +$607K
4
NVO icon
Novo Nordisk
NVO
+$514K
5
ADBE icon
Adobe
ADBE
+$500K

Sector Composition

1 Technology 6.35%
2 Industrials 3.63%
3 Healthcare 3.23%
4 Financials 2.2%
5 Communication Services 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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-10,000