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
$214M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.45M
3
+$458K
4
V icon
Visa
V
+$447K
5
JNJ icon
Johnson & Johnson
JNJ
+$434K

Top Sells

1
+$415K
2
+$332K
3
+$305K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$291K
5
DOV icon
Dover
DOV
+$275K

Sector Composition

1 Technology 6.32%
2 Healthcare 3.79%
3 Industrials 3.34%
4 Financials 2.42%
5 Communication Services 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$93M 43.37%
1,611,103
+34,786
2
$72.3M 33.69%
1,231,944
+24,748
3
$6.62M 3.09%
34,135
+150
4
$4.2M 1.96%
12,335
+500
5
$3.58M 1.67%
8,043
-931
6
$3.12M 1.45%
18,849
+2,619
7
$1.87M 0.87%
23,088
-246
8
$1.71M 0.8%
27,000
-1,500
9
$1.39M 0.65%
11,616
+376
10
$1.25M 0.58%
56,889
+3,895
11
$1.25M 0.58%
2,593
-414
12
$1.12M 0.52%
15,093
+1,415
13
$1.11M 0.52%
8,301
-68
14
$997K 0.46%
8,240
15
$851K 0.4%
1,868
16
$666K 0.31%
3,212
17
$639K 0.3%
3,670
18
$607K 0.28%
1,779
+400
19
$590K 0.28%
1,709
+798
20
$551K 0.26%
2,002
-638
21
$537K 0.25%
1,365
+520
22
$518K 0.24%
1
23
$458K 0.21%
+2,395
24
$458K 0.21%
3,149
25
$447K 0.21%
+1,880
1
2 3 4 5