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
$240M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$9.38M
3
+$6.92M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.48M
5
XOM icon
Exxon Mobil
XOM
+$874K

Top Sells

1
+$103M
2
+$468K
3
+$467K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$426K
5
MA icon
Mastercard
MA
+$423K

Sector Composition

1 Technology 7.9%
2 Industrials 4.4%
3 Healthcare 3.81%
4 Financials 2.93%
5 Utilities 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$228K 0.1%
33,502
+670
102
$228K 0.09%
1,497
103
$227K 0.09%
20,439
-2,246
104
$226K 0.09%
813
-205
105
$225K 0.09%
+385
106
$223K 0.09%
3,350
-690
107
$221K 0.09%
1,786
+23
108
$219K 0.09%
1,062
109
$218K 0.09%
+1,080
110
$215K 0.09%
+622
111
$215K 0.09%
4,760
+61
112
$215K 0.09%
+501
113
$213K 0.09%
2,921
-5,384
114
$213K 0.09%
+765
115
$211K 0.09%
+5,869
116
$211K 0.09%
378
+5
117
$210K 0.09%
+730
118
$209K 0.09%
+1,148
119
$206K 0.09%
+1,311
120
$206K 0.09%
19,588
-3,287
121
$206K 0.09%
+1,652
122
$205K 0.09%
+8,825
123
$203K 0.08%
+737
124
$202K 0.08%
1,660
125
$192K 0.08%
+14,121
2 3 4
5
6