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
$259M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$468K
3
+$467K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$426K
5
CMG icon
Chipotle Mexican Grill
CMG
+$388K

Top Sells

1
+$925K
2
+$670K
3
+$653K
4
AFL icon
Aflac
AFL
+$501K
5
GE icon
GE Aerospace
GE
+$493K

Sector Composition

1 Technology 6.87%
2 Healthcare 3.65%
3 Industrials 3.16%
4 Financials 2.09%
5 Communication Services 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$101M 39.08%
1,748,449
-8,472
2
$52.1M 20.09%
895,245
-3,643
3
$25.3M 9.74%
275,392
-1,815
4
$20M 7.71%
172,971
-8,000
5
$7.41M 2.86%
35,204
-543
6
$5.36M 2.07%
11,997
-23
7
$3.95M 1.52%
7,217
+1
8
$2.72M 1.05%
19,088
9
$2.2M 0.85%
15,043
10
$1.52M 0.58%
8,320
-2,122
11
$1.48M 0.57%
20,923
-950
12
$1.38M 0.53%
7,968
+1
13
$1.31M 0.51%
2,577
14
$1.27M 0.49%
25,368
+4,097
15
$824K 0.32%
4,490
16
$814K 0.31%
1,868
17
$785K 0.3%
9,000
18
$663K 0.26%
4,885
-414
19
$661K 0.25%
30,313
-1,302
20
$656K 0.25%
3,072
21
$642K 0.25%
1,579
22
$631K 0.24%
1,732
+85
23
$612K 0.24%
1
24
$514K 0.2%
2,662
25
$513K 0.2%
26,867
+1,948
1
2 3 4 5