Asset Manager
← All Institutions
Gitterman Wealth Management, LLC
Market Value
$436M
+1.7%
Holdings
340
-7
New Purchases
4
Added To
84
Closed
214
Reduced
25
Top 10 Concentration
83.9%
Turnover
64.1%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| GLD | 6.38% | 5.65% | +0.73% | $28M |
| VOO | 13.67% | 12.97% | +0.70% | $60M |
| AAPL | 2.12% | 1.59% | +0.53% | $9M |
| QLTY | 13.47% | 12.99% | +0.49% | $59M |
| GRID | 8.36% | 8.02% | +0.34% | $36M |
| MSFT | 1.58% | 1.30% | +0.27% | $7M |
| BIL | 8.94% | 8.68% | +0.26% | $39M |
| GOOGL | 0.54% | 0.33% | +0.21% | $2M |
| NVDA | 0.35% | 0.14% | +0.21% | $2M |
| GOOG | 0.34% | 0.19% | +0.14% | $1M |
| AMZN | 0.25% | 0.12% | +0.13% | $1M |
| AVGO | 0.13% | 0.01% | +0.12% | $557K |
| WTRG | 0.22% | 0.10% | +0.12% | $955K |
| HEFA | 4.02% | 3.91% | +0.11% | $18M |
| META | 0.13% | 0.02% | +0.11% | $581K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AGG | 0.00% | 0.16% | -0.16% | $0 |
| T | 0.00% | 0.15% | -0.15% | $0 |
| ADSK | 0.00% | 0.13% | -0.13% | $0 |
| NDAQ | 0.00% | 0.12% | -0.12% | $0 |
| SBUX | 0.00% | 0.10% | -0.10% | $0 |
| AZO | 0.00% | 0.09% | -0.09% | $0 |
| SJM | 0.00% | 0.08% | -0.08% | $0 |
| CB | 0.00% | 0.08% | -0.08% | $0 |
| BKNG | 0.00% | 0.08% | -0.08% | $0 |
| DAL | 0.00% | 0.08% | -0.08% | $0 |
| EW | 0.00% | 0.08% | -0.08% | $0 |
| IDXX | 0.00% | 0.08% | -0.08% | $0 |
| WRB | 0.00% | 0.08% | -0.08% | $0 |
| UAL | 0.00% | 0.08% | -0.08% | $0 |
| CARR | 0.00% | 0.08% | -0.08% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 59 | $111M | 25.4% |
| Large Cap | 206 | $175M | 40.2% |
| Mid Cap | 57 | $147M | 33.6% |
| Small Cap | 17 | $3M | 0.6% |
| Micro Cap | 1 | $325K | 0.1% |
Portfolio Analytics
Avg Market Cap
$197.0B
Median Market Cap
$36.8B
Avg P/E
33.8
Median P/E
23.7
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
310
# ETFs / Funds
30
Top Holdings (340 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VGIT | 19.29% | 1,401,122 | $84M | $60.03 | $1M | +15,423 | +1.1% | |
| 2 | VOO | 13.67% | 97,320 | $60M | $612.41 | $4M | -566 | -0.6% | |
| 3 | QLTY | 13.47% | 1,623,342 | $59M | $36.19 | $3M | -1,570 | -0.1% | |
| 4 | BIL | 8.94% | 424,957 | $39M | $91.75 | $2M | +19,392 | +4.8% | |
| 5 | GRID | 8.36% | 241,144 | $36M | $151.08 | $2M | -6,043 | -2.4% | |
| 6 | GLD | 6.38% | 78,262 | $28M | $355.47 | $4M | -1,208 | -1.5% | |
| 7 | PHO | 6.10% | 368,922 | $27M | $72.11 | $738K | -1,047 | -0.3% | |
| 8 | HEFA | 4.02% | 442,646 | $18M | $39.61 | $787K | +1,474 | +0.3% | |
| 9 | AAPL | 2.12% | 36,222 | $9M | $254.63 | $2M | +3,016 | +9.1% | |
| 10 | MSFT | 1.58% | 13,290 | $7M | $517.96 | $1M | +2,049 | +18.2% | |
| 11 | VTI | 1.22% | 16,194 | $5M | $328.16 | $170K | -733 | -4.3% | |
| 12 | IVV | 1.13% | 7,351 | $5M | $669.30 | $317K | -63 | -0.8% | |
| 13 | JNJ | 0.59% | 13,905 | $3M | $185.42 | $439K | -100 | -0.7% | |
| 14 | GOOGL | 0.54% | 9,763 | $2M | $243.11 | $949K | +1,678 | +20.8% | |
| 15 | NEE | 0.50% | 28,917 | $2M | $75.49 | $300K | +1,791 | +6.6% | |
| 16 | NVDA | 0.35% | 8,214 | $2M | $186.58 | $914K | +4,297 | +109.7% | |
| 17 | GOOG | 0.34% | 6,025 | $1M | $243.56 | $644K | +1,381 | +29.7% | |
| 18 | NOC | 0.26% | 1,860 | $1M | $609.32 | $203K | — | — | |
| 19 | XOM | 0.25% | 9,855 | $1M | $112.74 | $305K | +2,376 | +31.8% | |
| 20 | AMZN | 0.25% | 4,921 | $1M | $219.57 | $556K | +2,528 | +105.6% | |
| 21 | VLTO | 0.25% | 10,096 | $1M | $106.62 | $472K | +4,110 | +68.7% | |
| 22 | XYL | 0.24% | 6,991 | $1M | $147.49 | $264K | +1,058 | +17.8% | |
| 23 | TTEK | 0.23% | 30,211 | $1M | $33.38 | $345K | +11,754 | +63.7% | |
| 24 | UNH | 0.23% | 2,909 | $1M | $345.30 | $198K | +323 | +12.5% | |
| 25 | IWF | 0.23% | 2,111 | $989K | $468.41 | $93K | — | — | |
| 26 | WTRG | 0.22% | 23,933 | $955K | $39.90 | $511K | +11,972 | +100.1% | |
| 27 | SBS | 0.22% | 38,295 | $953K | $24.89 | $427K | +14,362 | +60.0% | |
| 28 | TBIL | 0.21% | 18,568 | $928K | $50.00 | $110K | +2,192 | +13.4% | |
| 29 | AWK | 0.21% | 6,595 | $918K | $139.18 | $451K | +3,239 | +96.5% | |
| 30 | NVO | 0.21% | 16,113 | $894K | $55.49 | -$287K | -1,000 | -5.8% | |
| 31 | PNR | 0.20% | 7,861 | $871K | $110.77 | $353K | +2,823 | +56.0% | |
| 32 | AAON | 0.19% | 9,074 | $848K | $93.45 | $146K | -445 | -4.7% | |
| 33 | JPM | 0.19% | 2,628 | $829K | $315.51 | $82K | +50 | +1.9% | |
| 34 | NUBD | 0.19% | 36,753 | $825K | $22.45 | $64K | +2,532 | +7.4% | |
| 35 | HON | 0.18% | 3,760 | $791K | $210.50 | $127K | +906 | +31.7% | |
| 36 | IBM | 0.17% | 2,693 | $760K | $282.17 | $150K | +623 | +30.1% | |
| 37 | BRK-A | 0.17% | 1 | $754K | $754,200.00 | $25K | — | — | |
| 38 | STN | 0.17% | 6,897 | $743K | $107.78 | $172K | +1,636 | +31.1% | |
| 39 | CNM | 0.17% | 13,439 | $723K | $53.83 | $105K | +3,189 | +31.1% | |
| 40 | BRK-B | 0.16% | 1,418 | $713K | $502.74 | -$170K | -400 | -22.0% | |
| 41 | FBTC | 0.13% | 5,865 | $585K | $99.81 | $161K | +1,354 | +30.0% | |
| 42 | META | 0.13% | 791 | $581K | $734.46 | $478K | +652 | +469.1% | |
| 43 | PG | 0.13% | 3,751 | $576K | $153.64 | $103K | +780 | +26.2% | |
| 44 | WMS | 0.13% | 4,130 | $573K | $138.71 | $283K | +1,610 | +63.9% | |
| 45 | AVGO | 0.13% | 1,688 | $557K | $330.00 | $523K | +1,563 | +1250.4% | |
| 46 | SWIM | 0.13% | 72,789 | $554K | $7.61 | $356K | +41,784 | +134.8% | |
| 47 | TSM | 0.12% | 1,824 | $510K | $279.53 | $133K | +161 | +9.7% | |
| 48 | ED | 0.12% | 5,026 | $505K | $100.52 | $281K | +2,794 | +125.2% | |
| 49 | HD | 0.11% | 1,222 | $495K | $405.19 | $314K | +728 | +147.4% | |
| 50 | QQQ | 0.11% | 794 | $477K | $600.37 | $39K | — | — | |
| 51 | SMH | 0.11% | 1,455 | $475K | $326.36 | $177K | +387 | +36.2% | |
| 52 | CWT | 0.11% | 10,306 | $473K | $45.89 | $270K | +5,845 | +131.0% | |
| 53 | J | 0.11% | 3,114 | $467K | $149.82 | $110K | +401 | +14.8% | |
| 54 | WTTR | 0.11% | 43,374 | $464K | $10.69 | $328K | +27,692 | +176.6% | |
| 55 | NVS | 0.11% | 3,607 | $463K | $128.25 | $64K | +316 | +9.6% | |
| 56 | KKR | 0.11% | 3,551 | $461K | $129.95 | -$11K | — | — | |
| 57 | HTO | 0.11% | 9,441 | $460K | $48.69 | $293K | +6,235 | +194.5% | |
| 58 | WMT | 0.10% | 4,249 | $438K | $103.06 | $311K | +2,956 | +228.6% | |
| 59 | DE | 0.10% | 955 | $437K | $457.27 | -$179K | -256 | -21.1% | |
| 60 | TSLA | 0.10% | 971 | $432K | $444.72 | $395K | +854 | +729.9% | |
| 61 | VMC | 0.10% | 1,362 | $419K | $307.62 | $282K | +838 | +159.9% | |
| 62 | AWR | 0.09% | 5,636 | $413K | $73.35 | $214K | +3,036 | +116.8% | |
| 63 | AXP | 0.09% | 1,161 | $386K | $332.16 | $15K | — | — | |
| 64 | HSBC | 0.09% | 5,358 | $380K | $70.99 | $83K | +468 | +9.6% | |
| 65 | MS | 0.09% | 2,365 | $376K | $158.96 | $36K | -49 | -2.0% | |
| 66 | GS | 0.08% | 462 | $368K | $796.81 | $333K | +413 | +842.9% | |
| 67 | SAP | 0.08% | 1,362 | $365K | $267.76 | -$11K | +128 | +10.4% | |
| 68 | ORCL | 0.08% | 1,295 | $364K | $281.24 | $311K | +1,055 | +439.6% | |
| 69 | ORA | 0.08% | 3,691 | $355K | $96.27 | $111K | +772 | +26.4% | |
| 70 | COST | 0.08% | 378 | $350K | $925.12 | -$73K | -49 | -11.5% | |
| 71 | LNN | 0.08% | 2,485 | $349K | $140.54 | $91K | +693 | +38.7% | |
| 72 | GE | 0.08% | 1,157 | $348K | $300.82 | $246K | +761 | +192.2% | |
| 73 | VMI | 0.08% | 888 | $345K | $388.59 | $215K | +493 | +124.8% | |
| 74 | CIG | 0.08% | 161,340 | $340K | $2.11 | $51K | +13,619 | +9.2% | |
| 75 | LLY | 0.08% | 436 | $333K | $763.00 | $72K | +101 | +30.1% | |
| 76 | CHKP | 0.08% | 1,598 | $331K | $206.84 | -$7K | +70 | +4.6% | |
| 77 | NGG | 0.08% | 4,522 | $329K | $72.68 | $68K | +1,014 | +28.9% | |
| 78 | FSV | 0.08% | 1,715 | $327K | $190.68 | $73K | +259 | +17.8% | |
| 79 | GWRS | 0.07% | 31,584 | $325K | $10.30 | $211K | +20,364 | +181.5% | |
| 80 | PEP | 0.07% | 2,278 | $320K | $140.49 | $193K | +1,319 | +137.5% | |
| 81 | ORI | 0.07% | 7,299 | $310K | $42.47 | — | +7,299 | — | NEW |
| 82 | FIX | 0.07% | 375 | $310K | $825.48 | $205K | +181 | +93.3% | |
| 83 | SBAC | 0.07% | 1,589 | $307K | $193.26 | $29K | +406 | +34.3% | |
| 84 | RY | 0.07% | 2,084 | $307K | $147.33 | $57K | +183 | +9.6% | |
| 85 | VZ | 0.07% | 6,883 | $302K | $43.95 | -$203K | -4,798 | -41.1% | |
| 86 | MCD | 0.07% | 979 | $298K | $303.89 | -$227K | -816 | -45.5% | |
| 87 | CIBR | 0.07% | 3,894 | $296K | $76.00 | -$6K | -97 | -2.4% | |
| 88 | CWCO | 0.07% | 8,320 | $294K | $35.28 | $184K | +4,654 | +127.0% | |
| 89 | IHG | 0.07% | 2,420 | $293K | $121.25 | $40K | +222 | +10.1% | |
| 90 | KB | 0.07% | 3,492 | $289K | $82.89 | $25K | +292 | +9.1% | |
| 91 | MA | 0.07% | 507 | $289K | $569.80 | -$31K | -62 | -10.9% | |
| 92 | V | 0.07% | 841 | $288K | $342.65 | -$85K | -208 | -19.8% | |
| 93 | URNM | 0.07% | 4,697 | $284K | $60.43 | $57K | -39 | -0.8% | |
| 94 | ADI | 0.06% | 1,138 | $280K | $245.71 | — | +1,138 | — | NEW |
| 95 | AMT | 0.06% | 1,437 | $276K | $192.37 | $63K | +469 | +48.5% | |
| 96 | EQIX | 0.06% | 352 | $276K | $783.93 | $66K | +91 | +34.9% | |
| 97 | MAS | 0.06% | 3,864 | $272K | $70.39 | $162K | +2,155 | +126.1% | |
| 98 | VV | 0.06% | 865 | $266K | $307.86 | $20K | — | — | |
| 99 | MOD | 0.06% | 1,838 | $261K | $142.16 | $30K | -508 | -21.6% | |
| 100 | SKM | 0.06% | 11,971 | $259K | $21.60 | $6K | +1,156 | +10.7% |