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
$97M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$777K
2
+$495K
3
+$402K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$265K
5
ITW icon
Illinois Tool Works
ITW
+$262K

Top Sells

1
+$1.88M
2
+$1.02M
3
+$951K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$413K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$406K

Sector Composition

1 Technology 10.76%
2 Healthcare 6.75%
3 Industrials 3.51%
4 Financials 3.18%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.6M 58.33%
970,654
+13,320
2
$4.78M 4.92%
34,565
-235
3
$3.69M 3.81%
10,304
-5,244
4
$2.78M 2.87%
11,929
+319
5
$2.67M 2.75%
16,307
+57
6
$1.49M 1.53%
2,912
-143
7
$1.46M 1.51%
29,334
-1,884
8
$1.29M 1.33%
36,000
-1,500
9
$1.29M 1.33%
10,877
+292
10
$1.13M 1.16%
11,780
+380
11
$1.1M 1.14%
50,921
+22,885
12
$1.03M 1.06%
13,148
-166
13
$879K 0.91%
1,868
+8
14
$845K 0.87%
8,780
+200
15
$600K 0.62%
7,009
+16
16
$576K 0.59%
10,950
-18,076
17
$555K 0.57%
2,640
18
$536K 0.55%
3,212
+19
19
$498K 0.51%
3,692
+44
20
$429K 0.44%
5,458
+1,087
21
$427K 0.44%
1,608
+108
22
$423K 0.44%
6,101
+142
23
$406K 0.42%
1
-1
24
$405K 0.42%
10,687
-113
25
$402K 0.41%
+2,581
1
2 3 4