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

Top Buys

1
+$51.6M
2
+$51.5M
3
+$24.2M
4
GLD icon
SPDR Gold Trust
GLD
+$21M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$15.8M

Top Sells

1
+$24.7M
2
+$9.86M
3
+$1.05M
4
HPQ icon
HP
HPQ
+$535K
5
AAPL icon
Apple
AAPL
+$506K

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
126
$159K 0.04%
51,838
+199
127
$153K 0.04%
14,617
-3,429
128
$129K 0.03%
12,767
-3,622
129
$115K 0.03%
11,190
+472
130
$110K 0.03%
12,688
-163
131
$17.9K ﹤0.01%
1,217
+301
132
– –
-1,497
133
– –
-2,135
134
– –
-1,643
135
– –
-1,501
136
– –
-16,396
137
– –
-9,735
138
– –
-61,811
139
– –
-701
140
– –
-873
141
– –
-114
142
– –
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143
– –
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144
– –
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145
– –
-982
146
– –
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147
– –
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148
– –
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149
– –
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150
– –
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3 4 5
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