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
$239M
AUM Growth
-$471K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$705K
3
+$590K
4
AON icon
Aon
AON
+$508K
5
PRMB
Primo Brands
PRMB
+$471K

Top Sells

1
+$492K
2
+$455K
3
+$390K
4
EBAY icon
eBay
EBAY
+$370K
5
LII icon
Lennox International
LII
+$340K

Sector Composition

1 Technology 8.05%
2 Industrials 4.45%
3 Healthcare 3.39%
4 Financials 3.38%
5 Communication Services 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$223K 0.09%
3,869
+519
102
$221K 0.09%
961
+196
103
$221K 0.09%
1,900
+114
104
$217K 0.09%
+8,578
105
$216K 0.09%
2,365
+5
106
$216K 0.09%
+1,643
107
$215K 0.09%
443
+1
108
$215K 0.09%
+1,149
109
$213K 0.09%
+9,735
110
$211K 0.09%
716
-97
111
$209K 0.09%
16,389
-1,966
112
$209K 0.09%
1,109
-283
113
$208K 0.09%
+1,833
114
$207K 0.09%
1,753
+101
115
$207K 0.09%
+2,456
116
$207K 0.09%
701
-36
117
$207K 0.09%
195
-97
118
$205K 0.09%
9,635
+810
119
$204K 0.09%
+621
120
$204K 0.09%
+3,440
121
$203K 0.09%
+6,812
122
$201K 0.08%
28,901
-4,601
123
$201K 0.08%
+1,107
124
$183K 0.08%
51,639
+3,681
125
$166K 0.07%
41,311
+3,246
3 4
5
6 7