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
$259M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$503K
2
+$482K
3
+$450K
4
BMY icon
Bristol-Myers Squibb
BMY
+$415K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$410K

Top Sells

1
+$932K
2
+$670K
3
+$653K
4
AFL icon
Aflac
AFL
+$501K
5
GE icon
GE Aerospace
GE
+$493K

Sector Composition

1 Technology 6.87%
2 Healthcare 3.65%
3 Industrials 3.16%
4 Financials 2.09%
5 Communication Services 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$204K 0.08%
+4,699
102
$204K 0.08%
694
-119
103
$203K 0.08%
+266
104
$201K 0.08%
+451
105
$201K 0.08%
22,875
-555
106
$157K 0.06%
37,371
+232
107
$145K 0.06%
47,410
+750
108
$138K 0.05%
17,617
-5,745
109
$99.5K 0.04%
32,832
+292
110
– –
-1,484
111
– –
-315
112
– –
-987
113
– –
-5,840
114
– –
-2,008
115
– –
-3,990
116
– –
-3,060
117
– –
-3,896
118
– –
-4,371
119
– –
-3,914
120
– –
-817
121
– –
-1,765
122
– –
-648
123
– –
-3,522
124
– –
-642
125
– –
-10,163
2 3 4
5
6