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
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$832K
3
+$468K
4
PEP icon
PepsiCo
PEP
+$353K
5
AAPL icon
Apple
AAPL
+$342K

Top Sells

1
+$3.93M
2
+$1.34M
3
+$504K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$492K
5
INTU icon
Intuit
INTU
+$435K

Sector Composition

1 Technology 11.8%
2 Healthcare 6.74%
3 Financials 4.68%
4 Industrials 3.94%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.5M 47.86%
945,929
+33,523
2
$7.75M 6.24%
17,081
-2,945
3
$6.7M 5.39%
38,355
+1,956
4
$3.85M 3.1%
12,490
+783
5
$2.88M 2.32%
16,250
+325
6
$2.53M 2.03%
36,349
-7,075
7
$1.73M 1.39%
31,218
-3,042
8
$1.63M 1.31%
3,202
-24
9
$1.58M 1.28%
11,400
-1,260
10
$1.5M 1.21%
40,500
+3,000
11
$1.42M 1.14%
10,839
-179
12
$1.35M 1.09%
17,339
-4,260
13
$1.22M 0.99%
4,257
-879
14
$1.2M 0.96%
8,580
-300
15
$1.11M 0.89%
13,062
+2,435
16
$1.08M 0.87%
9,980
-2,350
17
$1.06M 0.85%
2
18
$832K 0.67%
+1,860
19
$706K 0.57%
2,000
-300
20
$690K 0.56%
2,487
21
$682K 0.55%
3,648
+174
22
$672K 0.54%
27,851
+1,690
23
$660K 0.53%
6,975
-3,259
24
$621K 0.5%
3,193
-99
25
$569K 0.46%
5,987
-817
1
2 3 4 5