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
$240M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$9.38M
3
+$6.92M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.48M
5
XOM icon
Exxon Mobil
XOM
+$874K

Top Sells

1
+$103M
2
+$468K
3
+$467K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$426K
5
MA icon
Mastercard
MA
+$423K

Sector Composition

1 Technology 7.9%
2 Industrials 4.4%
3 Healthcare 3.81%
4 Financials 2.93%
5 Utilities 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$108M 44.91%
1,783,045
+887,800
2
$28.9M 12.06%
227,335
+54,364
3
$25M 10.41%
271,920
-3,472
4
$9.38M 3.91%
+61,874
5
$8.03M 3.35%
34,469
-735
6
$5.09M 2.12%
11,835
-162
7
$4.24M 1.77%
7,344
+127
8
$2.44M 1.02%
15,043
9
$2.28M 0.95%
19,166
+78
10
$1.79M 0.74%
21,136
+213
11
$1.74M 0.72%
7,854
-114
12
$1.51M 0.63%
2,577
13
$1.48M 0.62%
+5,234
14
$1.47M 0.61%
8,874
+554
15
$1.25M 0.52%
24,978
-390
16
$982K 0.41%
1,860
-8
17
$971K 0.4%
9,000
18
$874K 0.36%
+7,455
19
$751K 0.31%
4,490
20
$727K 0.3%
1,579
21
$720K 0.3%
5,328
+443
22
$691K 0.29%
1
23
$689K 0.29%
30,353
+40
24
$650K 0.27%
1,732
25
$626K 0.26%
3,030
-42
1
2 3 4 5