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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
IOT icon
226
Samsara
IOT
$21B
– –
-2,916
Closed -$116K
IP icon
227
International Paper
IP
$19.2B
– –
-4,686
Closed -$219K
IRT icon
228
Independence Realty Trust
IRT
$3.88B
– –
-2,396
Closed -$42.4K
ISRG icon
229
Intuitive Surgical
ISRG
$124B
– –
-348
Closed -$189K
ITW icon
230
Illinois Tool Works
ITW
$78.3B
– –
-215
Closed -$53.2K
IVT icon
231
InvenTrust Properties
IVT
$2.84B
– –
-1,096
Closed -$30K
IWD icon
232
iShares Russell 1000 Value ETF
IWD
$81.7B
– –
-201
Closed -$39K
IWM icon
233
iShares Russell 2000 ETF
IWM
$82.4B
– –
-499
Closed -$108K
IX icon
234
ORIX
IX
$44.1B
– –
-1,890
Closed -$42.6K
IYW icon
235
iShares US Technology ETF
IYW
$24.6B
– –
-140
Closed -$24.1K
JEF icon
236
Jefferies Financial Group
JEF
$13.1B
– –
-2,490
Closed -$136K
JHX icon
237
James Hardie Industries
JHX
$14.5B
– –
-6,375
Closed -$171K
JNPR
238
DELISTED
Juniper Networks
JNPR
– –
-3,883
Closed -$155K
K
239
DELISTED
Kellanova
K
– –
-22
Closed -$1.93K
KD icon
240
Kyndryl
KD
$2.69B
– –
-217
Closed -$9.11K
LAND
241
Gladstone Land Corp
LAND
$381M
– –
-3,733
Closed -$38K
LFUS icon
242
Littelfuse
LFUS
$10.5B
– –
-718
Closed -$163K
LH icon
243
Labcorp
LH
$22.9B
– –
-532
Closed -$140K
LNTH icon
244
Lantheus
LNTH
$7.03B
– –
-1,083
Closed -$88.7K
LOW icon
245
Lowe's Companies
LOW
$114B
– –
-45
Closed -$10.3K
LRCX icon
246
Lam Research
LRCX
$403B
– –
-3,219
Closed -$313K
LUV icon
247
Southwest Airlines
LUV
$23.8B
– –
-5,514
Closed -$179K
MAA icon
248
Mid-America Apartment Communities
MAA
$15.4B
– –
-1,302
Closed -$193K
MCK icon
249
McKesson
MCK
$97B
– –
-203
Closed -$149K
MCO icon
250
Moody's
MCO
$85.7B
– –
-437
Closed -$219K
8 9
10
11 12

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SCA
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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
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NELSF
NewGen Equity Long/Short Fund Grand Cayman, Cayman Islands $374M AUM
SCP
Shorepoint Capital Partners Norwood, Massachusetts $503M AUM
MFGP
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VBFG
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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.