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
$224M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.11M
3
+$514K
4
ADBE icon
Adobe
ADBE
+$500K
5
AOS icon
A.O. Smith
AOS
+$418K

Top Sells

1
+$494K
2
+$400K
3
+$390K
4
DHR icon
Danaher
DHR
+$360K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$333K

Sector Composition

1 Technology 7.43%
2 Industrials 4.05%
3 Healthcare 3.95%
4 Financials 1.77%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$96.4M 42.92%
1,651,842
+27,218
2
$74.6M 33.24%
1,258,069
+18,717
3
$6.7M 2.98%
34,802
-469
4
$4.91M 2.19%
13,060
-28
5
$3.45M 1.53%
7,214
+5
6
$2.48M 1.1%
15,809
-835
7
$2.39M 1.06%
23,088
8
$1.99M 0.89%
27,000
9
$1.49M 0.66%
10,670
-2,795
10
$1.36M 0.6%
2,577
11
$1.32M 0.59%
59,233
+320
12
$1.31M 0.59%
8,030
-138
13
$1M 0.45%
16,466
+701
14
$874K 0.39%
1,868
15
$806K 0.36%
5,720
-2,360
16
$665K 0.3%
3,172
17
$634K 0.28%
1,779
18
$594K 0.26%
1,391
-23
19
$566K 0.25%
3,021
-649
20
$543K 0.24%
7,464
+4,021
21
$543K 0.24%
1
22
$521K 0.23%
4,552
+491
23
$514K 0.23%
+1,560
24
$500K 0.22%
+838
25
$499K 0.22%
1,647
1
2 3 4 5