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
$210M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.39M
3
+$374K
4
ANET icon
Arista Networks
ANET
+$332K
5
MA icon
Mastercard
MA
+$307K

Top Sells

1
+$489K
2
+$477K
3
+$458K
4
KMB icon
Kimberly-Clark
KMB
+$371K
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$342K

Sector Composition

1 Technology 5.85%
2 Healthcare 3.76%
3 Industrials 3.16%
4 Communication Services 1.56%
5 Financials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$92.3M 43.88%
1,576,317
+40,753
2
$72.4M 34.42%
1,207,196
+57,868
3
$5.6M 2.66%
33,985
-1,744
4
$3.69M 1.75%
8,974
-405
5
$3.41M 1.62%
11,835
6
$2.52M 1.2%
16,230
7
$1.86M 0.88%
23,334
-6,000
8
$1.84M 0.87%
28,500
-1,500
9
$1.42M 0.68%
3,007
+414
10
$1.18M 0.56%
52,994
+6,227
11
$1.17M 0.55%
11,240
-2,737
12
$1.1M 0.52%
8,369
-2,353
13
$1.05M 0.5%
13,678
+583
14
$862K 0.41%
1,868
15
$857K 0.41%
8,240
-540
16
$645K 0.31%
2,640
17
$614K 0.29%
3,212
18
$605K 0.29%
3,670
19
$532K 0.25%
1,071
+327
20
$466K 0.22%
1
21
$439K 0.21%
2,953
22
$437K 0.21%
4,195
23
$426K 0.2%
1,379
24
$410K 0.2%
3,149
25
$380K 0.18%
1,287
+4
1
2 3 4 5