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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
MDLZ icon
251
Mondelez International
MDLZ
$77.4B
– –
-491
Closed -$33.1K
ONT
252
Onterris Inc
ONT
$716M
– –
-6,623
Closed -$145K
MET icon
253
MetLife
MET
$59.8B
– –
-1,397
Closed -$112K
MFC icon
254
Manulife Financial
MFC
$70.6B
– –
-5,793
Closed -$185K
MLM icon
255
Martin Marietta Materials
MLM
$33.2B
– –
-274
Closed -$151K
MMM icon
256
3M
MMM
$83B
– –
-458
Closed -$69.9K
MMS icon
257
Maximus
MMS
$3.04B
– –
-1,622
Closed -$114K
MPWR icon
258
Monolithic Power Systems
MPWR
$65.3B
– –
-245
Closed -$179K
MRK icon
259
Merck
MRK
$307B
– –
-3,407
Closed -$270K
MSEX icon
260
Middlesex Water
MSEX
$1.06B
– –
-1,566
Closed -$84.9K
MSI icon
261
Motorola Solutions
MSI
$68.1B
– –
-526
Closed -$221K
MTD icon
262
Mettler-Toledo International
MTD
$25.7B
– –
-1
Closed -$1.18K
MTB icon
263
M&T Bank
MTB
$36.2B
– –
-1,167
Closed -$227K
NDAQ icon
264
Nasdaq
NDAQ
$52B
– –
-5,630
Closed -$503K
NFLX icon
265
Netflix
NFLX
$281B
– –
-2,230
Closed -$299K
NKE icon
266
Nike
NKE
$64.5B
– –
-758
Closed -$53.8K
NOW icon
267
ServiceNow
NOW
$108B
– –
-1,100
Closed -$226K
NTAP icon
268
NetApp
NTAP
$31.6B
– –
-1,919
Closed -$204K
NTR icon
269
Nutrien
NTR
$32B
– –
-2,598
Closed -$151K
NVR icon
270
NVR
NVR
$17.4B
– –
-12
Closed -$88.6K
NVT icon
271
nVent Electric
NVT
$25B
– –
-2,362
Closed -$173K
ORLY icon
272
O'Reilly Automotive
ORLY
$70.1B
– –
-3,668
Closed -$331K
PAYX icon
273
Paychex
PAYX
$41B
– –
-1,125
Closed -$163K
PCG icon
274
PG&E
PCG
$38.4B
– –
-23,546
Closed -$328K
PEG icon
275
Public Service Enterprise Group
PEG
$38.8B
– –
-2,394
Closed -$202K
9 10
11
12 13

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.