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
$123M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$473K
3
+$324K
4
STN icon
Stantec
STN
+$277K
5
WST icon
West Pharmaceutical
WST
+$247K

Top Sells

1
+$24M
2
+$8.76M
3
+$7.1M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.06M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.03M

Sector Composition

1 Technology 10.31%
2 Healthcare 5.13%
3 Communication Services 4.24%
4 Industrials 3.64%
5 Financials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.3M 45.6%
830,519
+156,027
2
$13.7M 11.11%
31,913
-55,936
3
$4.95M 4.01%
36,167
-2,495
4
$4.91M 3.98%
65,613
-116,962
5
$3.33M 2.7%
40,319
-85,791
6
$3.25M 2.63%
12,007
+300
7
$2.64M 2.14%
16,007
8
$2.26M 1.83%
7,885
-14,151
9
$2M 1.62%
19,693
-39,609
10
$1.83M 1.48%
43,875
+4,875
11
$1.54M 1.25%
36,716
+2,456
12
$1.53M 1.24%
12,500
13
$1.52M 1.23%
10,854
-379
14
$1.35M 1.09%
25,332
-55,144
15
$1.16M 0.94%
9,240
16
$1.09M 0.88%
2,719
17
$837K 0.68%
2
18
$811K 0.66%
6,750
+249
19
$741K 0.6%
2,729
20
$725K 0.59%
12,935
-1,021
21
$714K 0.58%
1,352
22
$700K 0.57%
3,193
23
$574K 0.46%
3,474
24
$566K 0.46%
3,641
25
$550K 0.45%
3,200
-1,000
1
2 3 4