Asset Manager
← All Institutions
Gitterman Wealth Management, LLC
Market Value
$0
-100.0%
Holdings
126
-214
New Purchases
0
Added To
0
Closed
126
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 45 | $0 | 0% |
| Large Cap | 54 | $0 | 0% |
| Mid Cap | 19 | $0 | 0% |
| Small Cap | 7 | $0 | 0% |
| Micro Cap | 1 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$422.1B
Median Market Cap
$71.4B
Avg P/E
34.8
Median P/E
24.8
Avg Dividend Yield
0.02%
Avg Beta
0.88
# Stocks
104
# ETFs / Funds
22
Top Holdings (126 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MS | —% | — | — | — | -$376K | -2,365 | -100.0% | SOLD |
| 2 | CVX | —% | — | — | — | -$224K | -1,441 | -100.0% | SOLD |
| 3 | ED | —% | — | — | — | -$505K | -5,026 | -100.0% | SOLD |
| 4 | UBER | —% | — | — | — | -$245K | -2,500 | -100.0% | SOLD |
| 5 | XOM | —% | — | — | — | -$1M | -9,855 | -100.0% | SOLD |
| 6 | NEE | —% | — | — | — | -$2M | -28,917 | -100.0% | SOLD |
| 7 | AMT | —% | — | — | — | -$276K | -1,437 | -100.0% | SOLD |
| 8 | CWT | —% | — | — | — | -$473K | -10,306 | -100.0% | SOLD |
| 9 | WTRG | —% | — | — | — | -$955K | -23,933 | -100.0% | SOLD |
| 10 | AWR | —% | — | — | — | -$413K | -5,636 | -100.0% | SOLD |
| 11 | AON | —% | — | — | — | -$222K | -622 | -100.0% | SOLD |
| 12 | GE | —% | — | — | — | -$348K | -1,157 | -100.0% | SOLD |
| 13 | STN | —% | — | — | — | -$743K | -6,897 | -100.0% | SOLD |
| 14 | TFC | —% | — | — | — | -$235K | -5,147 | -100.0% | SOLD |
| 15 | GS | —% | — | — | — | -$368K | -462 | -100.0% | SOLD |
| 16 | SHG | —% | — | — | — | -$211K | -4,181 | -100.0% | SOLD |
| 17 | HD | —% | — | — | — | -$495K | -1,222 | -100.0% | SOLD |
| 18 | AXP | —% | — | — | — | -$386K | -1,161 | -100.0% | SOLD |
| 19 | DHR | —% | — | — | — | -$202K | -1,019 | -100.0% | SOLD |
| 20 | ECL | —% | — | — | — | -$241K | -878 | -100.0% | SOLD |
| 21 | J | —% | — | — | — | -$467K | -3,114 | -100.0% | SOLD |
| 22 | VMI | —% | — | — | — | -$345K | -888 | -100.0% | SOLD |
| 23 | KB | —% | — | — | — | -$289K | -3,492 | -100.0% | SOLD |
| 24 | VZ | —% | — | — | — | -$302K | -6,883 | -100.0% | SOLD |
| 25 | PSO | —% | — | — | — | -$233K | -16,449 | -100.0% | SOLD |
| 26 | MAS | —% | — | — | — | -$272K | -3,864 | -100.0% | SOLD |
| 27 | VLTO | —% | — | — | — | -$1M | -10,096 | -100.0% | SOLD |
| 28 | IBM | —% | — | — | — | -$760K | -2,693 | -100.0% | SOLD |
| 29 | GEV | —% | — | — | — | -$255K | -414 | -100.0% | SOLD |
| 30 | SKM | —% | — | — | — | -$259K | -11,971 | -100.0% | SOLD |
| 31 | DE | —% | — | — | — | -$437K | -955 | -100.0% | SOLD |
| 32 | PM | —% | — | — | — | -$201K | -1,240 | -100.0% | SOLD |
| 33 | LMT | —% | — | — | — | -$221K | -442 | -100.0% | SOLD |
| 34 | PNR | —% | — | — | — | -$871K | -7,861 | -100.0% | SOLD |
| 35 | IHG | —% | — | — | — | -$293K | -2,420 | -100.0% | SOLD |
| 36 | JPM | —% | — | — | — | -$829K | -2,628 | -100.0% | SOLD |
| 37 | RY | —% | — | — | — | -$307K | -2,084 | -100.0% | SOLD |
| 38 | BRK-A | —% | — | — | — | -$754K | -1 | -100.0% | SOLD |
| 39 | WMS | —% | — | — | — | -$573K | -4,130 | -100.0% | SOLD |
| 40 | PG | —% | — | — | — | -$576K | -3,751 | -100.0% | SOLD |
| 41 | ROL | —% | — | — | — | -$235K | -3,993 | -100.0% | SOLD |
| 42 | V | —% | — | — | — | -$288K | -841 | -100.0% | SOLD |
| 43 | CNM | —% | — | — | — | -$723K | -13,439 | -100.0% | SOLD |
| 44 | SBS | —% | — | — | — | -$953K | -38,295 | -100.0% | SOLD |
| 45 | LEN | —% | — | — | — | -$241K | -1,916 | -100.0% | SOLD |
| 46 | HSBC | —% | — | — | — | -$380K | -5,358 | -100.0% | SOLD |
| 47 | LLY | —% | — | — | — | -$333K | -436 | -100.0% | SOLD |
| 48 | SAP | —% | — | — | — | -$365K | -1,362 | -100.0% | SOLD |
| 49 | NVO | —% | — | — | — | -$894K | -16,113 | -100.0% | SOLD |
| 50 | AOS | —% | — | — | — | -$238K | -3,236 | -100.0% | SOLD |
| 51 | NGG | —% | — | — | — | -$329K | -4,522 | -100.0% | SOLD |
| 52 | KKR | —% | — | — | — | -$461K | -3,551 | -100.0% | SOLD |
| 53 | IR | —% | — | — | — | -$233K | -2,816 | -100.0% | SOLD |
| 54 | MCD | —% | — | — | — | -$298K | -979 | -100.0% | SOLD |
| 55 | ORI | —% | — | — | — | -$310K | -7,299 | -100.0% | SOLD |
| 56 | ORA | —% | — | — | — | -$355K | -3,691 | -100.0% | SOLD |
| 57 | NVS | —% | — | — | — | -$463K | -3,607 | -100.0% | SOLD |
| 58 | VMC | —% | — | — | — | -$419K | -1,362 | -100.0% | SOLD |
| 59 | JNJ | —% | — | — | — | -$3M | -13,905 | -100.0% | SOLD |
| 60 | COF | —% | — | — | — | -$210K | -987 | -100.0% | SOLD |
| 61 | AWK | —% | — | — | — | -$918K | -6,595 | -100.0% | SOLD |
| 62 | CIG | —% | — | — | — | -$340K | -161,340 | -100.0% | SOLD |
| 63 | AXON | —% | — | — | — | -$220K | -307 | -100.0% | SOLD |
| 64 | GRID | —% | — | — | — | -$36M | -241,144 | -100.0% | SOLD |
| 65 | UNH | —% | — | — | — | -$1M | -2,909 | -100.0% | SOLD |
| 66 | LNN | —% | — | — | — | -$349K | -2,485 | -100.0% | SOLD |
| 67 | MOD | —% | — | — | — | -$261K | -1,838 | -100.0% | SOLD |
| 68 | ARTNA | —% | — | — | — | -$233K | -7,134 | -100.0% | SOLD |
| 69 | RDY | —% | — | — | — | -$245K | -17,512 | -100.0% | SOLD |
| 70 | WTTR | —% | — | — | — | -$464K | -43,374 | -100.0% | SOLD |
| 71 | XYL | —% | — | — | — | -$1M | -6,991 | -100.0% | SOLD |
| 72 | NOC | —% | — | — | — | -$1M | -1,860 | -100.0% | SOLD |
| 73 | TSM | —% | — | — | — | -$510K | -1,824 | -100.0% | SOLD |
| 74 | COST | —% | — | — | — | -$350K | -378 | -100.0% | SOLD |
| 75 | CSCO | —% | — | — | — | -$221K | -3,223 | -100.0% | SOLD |
| 76 | ADI | —% | — | — | — | -$280K | -1,138 | -100.0% | SOLD |
| 77 | FSV | —% | — | — | — | -$327K | -1,715 | -100.0% | SOLD |
| 78 | CIBR | —% | — | — | — | -$296K | -3,894 | -100.0% | SOLD |
| 79 | AAON | —% | — | — | — | -$848K | -9,074 | -100.0% | SOLD |
| 80 | AMZN | —% | — | — | — | -$1M | -4,921 | -100.0% | SOLD |
| 81 | HTO | —% | — | — | — | -$460K | -9,441 | -100.0% | SOLD |
| 82 | AAPL | —% | — | — | — | -$9M | -36,222 | -100.0% | SOLD |
| 83 | EQIX | —% | — | — | — | -$276K | -352 | -100.0% | SOLD |
| 84 | DVY | —% | — | — | — | -$203K | -1,431 | -100.0% | SOLD |
| 85 | CHKP | —% | — | — | — | -$331K | -1,598 | -100.0% | SOLD |
| 86 | HON | —% | — | — | — | -$791K | -3,760 | -100.0% | SOLD |
| 87 | META | —% | — | — | — | -$581K | -791 | -100.0% | SOLD |
| 88 | MA | —% | — | — | — | -$289K | -507 | -100.0% | SOLD |
| 89 | WIT | —% | — | — | — | -$141K | -53,632 | -100.0% | SOLD |
| 90 | GWRS | —% | — | — | — | -$325K | -31,584 | -100.0% | SOLD |
| 91 | FBTC | —% | — | — | — | -$585K | -5,865 | -100.0% | SOLD |
| 92 | IVV | —% | — | — | — | -$5M | -7,351 | -100.0% | SOLD |
| 93 | SBAC | —% | — | — | — | -$307K | -1,589 | -100.0% | SOLD |
| 94 | PEP | —% | — | — | — | -$320K | -2,278 | -100.0% | SOLD |
| 95 | SMH | —% | — | — | — | -$475K | -1,455 | -100.0% | SOLD |
| 96 | VTI | —% | — | — | — | -$5M | -16,194 | -100.0% | SOLD |
| 97 | URNM | —% | — | — | — | -$284K | -4,697 | -100.0% | SOLD |
| 98 | SWIM | —% | — | — | — | -$554K | -72,789 | -100.0% | SOLD |
| 99 | CWCO | —% | — | — | — | -$294K | -8,320 | -100.0% | SOLD |
| 100 | VV | —% | — | — | — | -$266K | -865 | -100.0% | SOLD |