GWM

Gitterman Wealth Management Portfolio holdings

AUM $436M
1-Year Est. Return 11.67%
This Quarter Est. Return
1 Year Est. Return
+11.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$49M
3
+$23.4M
4
GLD icon
SPDR Gold Trust
GLD
+$22.8M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$15.7M

Top Sells

1
+$25.1M
2
+$9.86M
3
+$1.07M
4
HPQ icon
HP
HPQ
+$535K
5
AAPL icon
Apple
AAPL
+$485K

Sector Composition

1 Technology 4.25%
2 Industrials 2.42%
3 Healthcare 2.33%
4 Financials 2.05%
5 Utilities 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$81.4M 21.62%
1,370,356
-422,857
2
$49.4M 13.11%
+1,579,109
3
$49M 13.03%
+95,426
4
$37M 9.82%
403,025
+131,060
5
$27.6M 7.33%
244,088
+15,628
6
$23.4M 6.23%
+363,423
7
$22.8M 6.07%
+79,279
8
$15.7M 4.17%
+432,513
9
$7.18M 1.91%
32,323
-2,182
10
$4.4M 1.17%
15,999
+4,859
11
$4.22M 1.12%
11,246
+27
12
$4.13M 1.1%
7,348
+2
13
$2.32M 0.62%
14,014
-2,582
14
$1.56M 0.41%
21,974
+57
15
$1.35M 0.36%
2,585
+5
16
$1.33M 0.35%
19,098
+10
17
$1.31M 0.35%
8,491
+55
18
$1.11M 0.29%
4,441
-4,313
19
$952K 0.25%
1,860
20
$888K 0.24%
7,470
21
$864K 0.23%
17,284
-7,356
22
$798K 0.21%
1
23
$770K 0.2%
34,704
+4,241
24
$762K 0.2%
2,111
+379
25
$756K 0.2%
1,420
-166
1
2 3 4 5