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

Top Buys

1
+$1.72M
2
+$693K
3
+$598K
4
AON icon
Aon
AON
+$520K
5
VZ icon
Verizon
VZ
+$483K

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
126
$145K 0.06%
12,851
-6,737
127
$123K 0.05%
+10,718
128
$40.8K 0.02%
+916
129
– –
-2,208
130
– –
-3,196
131
– –
-1,080
132
– –
-579
133
– –
-3,755
134
– –
-4,449
135
– –
-4,944
136
– –
-1,320
137
– –
-378
138
– –
-4,804
139
– –
-4,198
140
– –
-1,062
141
– –
-1,745
142
– –
-1,311
143
– –
-3,795
144
– –
-15,440
145
– –
-4,690
146
– –
-5,681
147
– –
-730
148
– –
-3,585
149
– –
-524
150
– –
-1,123
3 4 5
6
7