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

Top Buys

1
+$53M
2
+$9.1M
3
+$6.49M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.43M
5
XOM icon
Exxon Mobil
XOM
+$861K

Top Sells

1
+$102M
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
126
$185K 0.08%
38,065
+694
127
$155K 0.06%
47,958
+548
128
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149
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-799
150
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