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
$124M
AUM Growth
+$977K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$326K
3
+$300K
4
CVS icon
CVS Health
CVS
+$261K
5
BABA icon
Alibaba
BABA
+$253K

Top Sells

1
+$1.95M
2
+$684K
3
+$488K
4
LLY icon
Eli Lilly
LLY
+$324K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$322K

Sector Composition

1 Technology 10.14%
2 Healthcare 5.39%
3 Communication Services 4.22%
4 Industrials 3.09%
5 Financials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.4M 48.52%
894,030
+63,511
2
$11.8M 9.48%
27,393
-4,520
3
$5.16M 4.15%
36,472
+305
4
$4.19M 3.36%
56,396
-9,217
5
$3.3M 2.65%
11,707
-300
6
$2.83M 2.28%
34,402
-5,917
7
$2.58M 2.08%
16,007
8
$1.97M 1.58%
6,783
-1,102
9
$1.76M 1.42%
40,500
-3,375
10
$1.68M 1.35%
16,525
-3,168
11
$1.67M 1.34%
12,500
12
$1.64M 1.31%
34,062
-2,654
13
$1.46M 1.17%
10,982
+128
14
$1.23M 0.99%
9,240
15
$1.17M 0.94%
21,868
-3,464
16
$1.15M 0.92%
2,938
+219
17
$838K 0.67%
7,510
+760
18
$823K 0.66%
2
19
$748K 0.6%
2,729
20
$696K 0.56%
12,889
-46
21
$694K 0.56%
6,288
+2,140
22
$678K 0.54%
3,193
23
$673K 0.54%
1,103
-249
24
$596K 0.48%
3,641
25
$582K 0.47%
3,474
1
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