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
126
– –
-588
127
– –
-4,373
128
– –
-1,393
129
– –
-3,540
130
– –
-3,567
131
– –
-621
132
– –
-895
133
– –
-3,248
134
– –
-834
135
– –
-601
2 3 4 5
6