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
$377M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$49M
3
+$23.4M
4
GLD icon
SPDR Gold Trust
GLD
+$22.8M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$15.7M

Top Sells

1
+$25.1M
2
+$9.86M
3
+$1.07M
4
HPQ icon
HP
HPQ
+$535K
5
AAPL icon
Apple
AAPL
+$485K

Sector Composition

1 Technology 4.25%
2 Industrials 2.42%
3 Healthcare 2.33%
4 Financials 2.05%
5 Utilities 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$230K 0.06%
+665
102
$228K 0.06%
3,001
+21
103
$227K 0.06%
+10,433
104
$227K 0.06%
669
+3
105
$225K 0.06%
1,778
+25
106
$219K 0.06%
1,944
+37
107
$219K 0.06%
+12,248
108
$217K 0.06%
+1,995
109
$216K 0.06%
6,867
+55
110
$215K 0.06%
700
-16
111
$214K 0.06%
16,204
+280
112
$212K 0.06%
3,440
113
$211K 0.06%
+4,354
114
$210K 0.06%
2,339
+19
115
$209K 0.06%
+989
116
$207K 0.06%
2,483
+27
117
$207K 0.06%
1,162
+13
118
$206K 0.05%
250
+12
119
$205K 0.05%
9,824
+189
120
$204K 0.05%
+2,869
121
$203K 0.05%
991
+30
122
$202K 0.05%
+2,855
123
$201K 0.05%
+3,300
124
$194K 0.05%
41,556
+245
125
$193K 0.05%
30,013
+1,112
3 4
5
6 7