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
$239M
AUM Growth
-$471K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$705K
3
+$590K
4
AON icon
Aon
AON
+$508K
5
PRMB
Primo Brands
PRMB
+$471K

Top Sells

1
+$492K
2
+$455K
3
+$390K
4
EBAY icon
eBay
EBAY
+$370K
5
LII icon
Lennox International
LII
+$340K

Sector Composition

1 Technology 8.05%
2 Industrials 4.45%
3 Healthcare 3.39%
4 Financials 3.38%
5 Communication Services 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$104M 43.45%
1,793,213
+10,168
2
$27.3M 11.39%
228,460
+1,125
3
$24.9M 10.39%
271,965
+45
4
$9.86M 4.12%
61,811
-63
5
$8.64M 3.61%
34,505
+36
6
$4.73M 1.98%
11,219
-616
7
$4.32M 1.81%
7,346
+2
8
$3.23M 1.35%
11,140
+5,906
9
$2.4M 1%
16,596
+1,553
10
$1.92M 0.8%
8,754
+900
11
$1.64M 0.69%
19,088
-78
12
$1.6M 0.67%
8,436
-438
13
$1.57M 0.66%
21,917
+781
14
$1.31M 0.55%
2,580
+3
15
$1.23M 0.51%
24,640
-338
16
$941K 0.39%
8,000
-1,000
17
$877K 0.37%
4,604
+114
18
$873K 0.36%
1,860
19
$803K 0.34%
7,470
+15
20
$731K 0.31%
2,035
+1,413
21
$719K 0.3%
1,586
+7
22
$705K 0.29%
+1,338
23
$700K 0.29%
30,752
+7,405
24
$696K 0.29%
1,732
25
$681K 0.28%
1
1
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