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
$135M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$1.22M
3
+$992K
4
DLR icon
Digital Realty Trust
DLR
+$504K
5
INTU icon
Intuit
INTU
+$435K

Top Sells

1
+$3.51M
2
+$1.04M
3
+$968K
4
VUG icon
Vanguard Growth ETF
VUG
+$528K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$487K

Sector Composition

1 Technology 11.8%
2 Healthcare 6.64%
3 Real Estate 4.74%
4 Communication Services 3.76%
5 Financials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.6M 44.98%
912,406
+18,376
2
$9.55M 7.09%
20,026
-7,367
3
$6.46M 4.79%
36,399
-73
4
$3.94M 2.92%
11,707
5
$3.93M 2.91%
+154,551
6
$3.24M 2.4%
43,424
-12,972
7
$2.72M 2.02%
15,925
-82
8
$1.99M 1.47%
37,500
-3,000
9
$1.92M 1.42%
34,260
+198
10
$1.83M 1.36%
12,660
+160
11
$1.75M 1.3%
21,599
-12,803
12
$1.65M 1.22%
5,136
-1,647
13
$1.62M 1.2%
3,226
+288
14
$1.47M 1.09%
11,018
+36
15
$1.43M 1.06%
12,330
-4,195
16
$1.28M 0.95%
8,880
-360
17
$992K 0.74%
+10,627
18
$901K 0.67%
2
19
$873K 0.65%
10,234
+3,297
20
$867K 0.64%
1,439
+336
21
$819K 0.61%
6,804
-706
22
$760K 0.56%
2,487
-242
23
$749K 0.56%
14,416
+1,527
24
$688K 0.51%
2,300
+400
25
$686K 0.51%
3,292
+99
1
2 3 4 5