GWM

Gitterman Wealth Management Portfolio holdings

AUM $429M
1-Year Est. Return 11.02%
This Quarter Est. Return
1 Year Est. Return
+11.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$34.9M
3
+$13.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$10.4M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.41%
2 Healthcare 3.63%
3 Communication Services 3.2%
4 Financials 2.49%
5 Industrials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.3M 29.23%
+674,492
2
$34.9M 22.53%
+87,849
3
$13.2M 8.48%
+182,575
4
$10.4M 6.71%
+126,110
5
$5.66M 3.65%
+22,036
6
$5.45M 3.51%
+59,302
7
$4.72M 3.04%
+38,662
8
$4.29M 2.77%
+80,476
9
$2.76M 1.78%
+11,707
10
$2.63M 1.7%
+16,007
11
$1.82M 1.17%
+39,000
12
$1.43M 0.92%
+11,233
13
$1.29M 0.83%
+12,500
14
$1.16M 0.74%
+34,260
15
$1.01M 0.65%
+2,719
16
$956K 0.62%
+9,240
17
$812K 0.52%
+13,956
18
$771K 0.5%
+2
19
$769K 0.5%
+6,501
20
$705K 0.45%
+1,352
21
$693K 0.45%
+3,193
22
$663K 0.43%
+2,729
23
$650K 0.42%
+4,200
24
$594K 0.38%
+25,990
25
$554K 0.36%
+3,641
1
2 3