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
$211M
AUM Growth
-$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$494K
3
+$458K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$423K
5
ADSK icon
Autodesk
ADSK
+$400K

Top Sells

1
+$458K
2
+$447K
3
+$429K
4
CBOE icon
Cboe Global Markets
CBOE
+$360K
5
NDAQ icon
Nasdaq
NDAQ
+$358K

Sector Composition

1 Technology 6.69%
2 Healthcare 3.86%
3 Industrials 3.15%
4 Financials 1.73%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$93.6M 44.38%
1,624,624
+13,521
2
$70.8M 33.59%
1,239,352
+7,408
3
$6.04M 2.86%
35,271
+1,136
4
$4.13M 1.96%
13,088
+753
5
$3.1M 1.47%
7,209
-834
6
$2.59M 1.23%
16,644
-2,205
7
$2.1M 1%
23,088
8
$1.76M 0.84%
13,465
+1,849
9
$1.54M 0.73%
27,000
10
$1.3M 0.62%
2,577
-16
11
$1.24M 0.59%
58,913
+2,024
12
$1.15M 0.54%
8,168
-133
13
$1.07M 0.51%
8,080
-160
14
$903K 0.43%
15,765
+672
15
$822K 0.39%
1,868
16
$623K 0.3%
1,779
17
$586K 0.28%
3,172
-40
18
$560K 0.27%
1,414
+49
19
$548K 0.26%
3,670
20
$531K 0.25%
1
21
$494K 0.23%
+920
22
$458K 0.22%
+1,936
23
$451K 0.21%
3,110
-39
24
$438K 0.21%
1,647
-355
25
$430K 0.2%
2,947
+44
1
2 3 4 5