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
$107M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$358K
3
+$347K
4
STN icon
Stantec
STN
+$313K
5
NKE icon
Nike
NKE
+$280K

Top Sells

1
+$581K
2
+$486K
3
+$468K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$431K
5
HPP
Hudson Pacific Properties
HPP
+$373K

Sector Composition

1 Technology 10.19%
2 Healthcare 7.23%
3 Industrials 3.68%
4 Communication Services 2.96%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.5M 54.72%
957,334
+11,405
2
$5.89M 5.51%
15,548
-1,533
3
$4.76M 4.45%
34,800
-3,555
4
$2.98M 2.79%
11,610
-880
5
$2.89M 2.7%
16,250
6
$1.74M 1.63%
31,218
7
$1.71M 1.6%
29,026
-7,323
8
$1.58M 1.47%
3,055
-147
9
$1.49M 1.39%
10,585
-254
10
$1.37M 1.28%
37,500
-3,000
11
$1.24M 1.16%
11,400
12
$1.03M 0.97%
13,314
+252
13
$1.02M 0.96%
13,418
-3,921
14
$938K 0.88%
8,580
15
$890K 0.83%
1,860
16
$818K 0.76%
2
17
$790K 0.74%
3,547
-710
18
$733K 0.69%
8,067
-1,913
19
$666K 0.62%
6,993
+18
20
$641K 0.6%
28,036
+185
21
$577K 0.54%
2,640
+153
22
$555K 0.52%
3,193
23
$546K 0.51%
10,800
-98
24
$506K 0.47%
3,648
25
$490K 0.46%
5,959
-28
1
2 3 4 5