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GWM

Gitterman Wealth Management Portfolio holdings

AUM $436M
1-Year Est. Return 11.66%
This Fund
S&P 500
This Quarter Est. Return
+6.07%
1 Year Est. Return
+11.66%
3 Year Est. Return
+33.03%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$436M
AUM Growth
+$7.29M
Cap. Flow
-$15.3M
Cap. Flow %
-3.49%
Top 10 Hldgs %
83.84%
Holding
343
New
4
Increased
85
Reduced
26
Closed
215

Top Buys

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.78M
2
MSFT icon
Microsoft
MSFT
+$1.05M
3
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$921K
4
NVDA icon
NVIDIA
NVDA
+$749K
5
AAPL icon
Apple
AAPL
+$681K

Top Sells

Rank Stock Value
1
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
+$869K
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$695K
3
T icon
AT&T
T
+$653K
4
ADSK icon
Autodesk
ADSK
+$569K
5
NDAQ icon
Nasdaq
NDAQ
+$503K

Sector Composition

Rank Sector Weight
1 Technology 4.91%
2 Industrials 2.99%
3 Utilities 2.06%
4 Financials 1.52%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGIT icon
1
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.9B
$84.1M 19.27%
1,401,122
+15,423
+1% +$921K
VOO icon
2
Vanguard S&P 500 ETF
VOO
$974B
$59.6M 13.66%
97,320
-566
-0.6% -$334K
QLTY icon
3
GMO US Quality ETF
QLTY
$4.71B
$58.7M 13.46%
1,623,342
-1,570
-0.1% -$54.8K
BIL icon
4
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$39M 8.93%
424,957
+19,392
+5% +$1.78M
GRID
5
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.3B
$36.4M 8.35%
241,144
-6,043
-2% -$869K
GLD icon
6
SPDR Gold Trust
GLD
$130B
$27.8M 6.37%
78,262
-1,208
-2% -$385K
PHO icon
7
Invesco Water Resources ETF
PHO
$1.99B
$26.6M 6.1%
368,922
-1,047
-0.3% -$75K
HEFA icon
8
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.2B
$17.5M 4.02%
442,646
+1,474
+0.3% +$56.8K
AAPL icon
9
Apple
AAPL
$4.9T
$9.22M 2.11%
36,222
+3,016
+9% +$681K
MSFT icon
10
Microsoft
MSFT
$2.93T
$6.88M 1.58%
13,290
+2,049
+18% +$1.05M
VTI icon
11
Vanguard Total Stock Market ETF
VTI
$658B
$5.31M 1.22%
16,194
-733
-4% -$232K
IVV icon
12
iShares Core S&P 500 ETF
IVV
$881B
$4.92M 1.13%
7,351
-63
-0.8% -$40.6K
JNJ icon
13
Johnson & Johnson
JNJ
$609B
$2.58M 0.59%
13,905
-100
-0.7% -$17.1K
GOOGL icon
14
Alphabet (Google) Class A
GOOGL
$4.23T
$2.37M 0.54%
9,763
+1,678
+21% +$351K
NEE icon
15
NextEra Energy
NEE
$185B
$2.18M 0.5%
28,917
+1,791
+7% +$131K
NVDA icon
16
NVIDIA
NVDA
$4.91T
$1.53M 0.35%
8,214
+4,297
+110% +$749K
GOOG icon
17
Alphabet (Google) Class C
GOOG
$4.22T
$1.47M 0.34%
6,025
+1,381
+30% +$290K
NOC icon
18
Northrop Grumman
NOC
$74.1B
$1.13M 0.26%
1,860
– –
XOM icon
19
ExxonMobil
XOM
$611B
$1.11M 0.25%
9,855
+2,376
+32% +$264K
AMZN icon
20
Amazon
AMZN
$2.66T
$1.08M 0.25%
4,921
+2,528
+106% +$572K
VLTO icon
21
Veralto
VLTO
$23B
$1.08M 0.25%
10,096
+4,110
+69% +$434K
XYL icon
22
Xylem
XYL
$29.2B
$1.03M 0.24%
6,991
+1,058
+18% +$147K
TTEK icon
23
Tetra Tech
TTEK
$8.2B
$1.01M 0.23%
30,211
+11,754
+64% +$427K
UNH icon
24
UnitedHealth
UNH
$387B
$1M 0.23%
2,909
+323
+12% +$97.7K
IWF icon
25
iShares Russell 1000 Growth ETF
IWF
$123B
$989K 0.23%
8,444
– –
1
2 3 4 5

Similar funds

SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
SA
Shilanski & Associates Anchorage, Alaska $376M AUM 19.08% 1-Year Est. Return
NELSF
NewGen Equity Long/Short Fund Grand Cayman, Cayman Islands $374M AUM
SCP
Shorepoint Capital Partners Norwood, Massachusetts $503M AUM
MFGP
Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania $364M AUM 12.86% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return

Gitterman Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Gitterman Wealth Management held 343 positions worth $436M, up 1.7% from $429M the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Gitterman Wealth Management withdrew a net $15.3M in Q3 2025, closing 215 positions and reducing 26 holdings. Its most notable exit was iShares Core US Aggregate Bond ETF, an estimated $695K position sold in full.

By sector, the portfolio is most concentrated in Technology at 4.9% of assets, down from 5.2% a quarter earlier, followed by Industrials and Utilities.

Against the trend, Gitterman Wealth Management opened a new position in Old Republic International worth $310K.

  • Gitterman Wealth Management's largest Q3 2025 buy was Old Republic International: 7,299 shares worth $310K.
  • Gitterman Wealth Management added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025, an estimated $1.78M increase.
  • Gitterman Wealth Management's biggest Q3 2025 reduction was First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund, cutting an estimated $869K.
  • Gitterman Wealth Management fully exited iShares Core US Aggregate Bond ETF in Q3 2025, selling an estimated $695K.
  • Gitterman Wealth Management's ten largest holdings make up 84% of its $436M portfolio in Q3 2025.
  • Gitterman Wealth Management opened 4 new positions and closed 215 in Q3 2025.
  • Gitterman Wealth Management's portfolio value rose 1.7% quarter-over-quarter to $436M.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.