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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
+7.44%
1 Year Est. Return
+11.66%
3 Year Est. Return
+33.03%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$429M
AUM Growth
+$52.7M
(+14%)
Cap. Flow
+$26.6M
Cap. Flow
% of AUM
6.19%
Top 10 Holdings %
Top 10 Hldgs %
80.38%
Holding
351
New
220
Increased
52
Reduced
58
Closed
12
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
GMO US Quality ETF
QLTY
|
+$1.45M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$1.29M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$908K |
| 4 |
Autodesk
ADSK
|
+$522K |
| 5 |
Verizon
VZ
|
+$506K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IBM
IBM
|
+$611K |
| 2 |
Mastercard
MA
|
+$447K |
| 3 |
HCA Healthcare
HCA
|
+$431K |
| 4 |
Consolidated Edison
ED
|
+$377K |
| 5 |
Hershey
HSY
|
+$368K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.15% |
| 2 | Industrials | 3.52% |
| 3 | Healthcare | 2.34% |
| 4 | Financials | 2.33% |
| 5 | Utilities | 1.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Carlisle Companies
CSL
$15.3B
| $96.3K | 0.02% |
+258
| New | +$95.8K |
|
252
Brunswick
BC
$5.43B
| $95K | 0.02% |
+1,719
| New | +$86.9K |
|
253
Alibaba
BABA
$308B
| $94.9K | 0.02% |
+837
| New | +$99.1K |
|
254
A.O. Smith
AOS
$8.59B
| $93.4K | 0.02% |
+1,424
| New | +$93.2K |
|
255
Vericel Corp
VCEL
$2.32B
| $89.7K | 0.02% |
+2,109
| New | +$87.7K |
|
256
Trex
TREX
$5.05B
| $89.5K | 0.02% |
+1,645
| New | +$93.2K |
|
257
Lantheus
LNTH
$6.63B
| $88.7K | 0.02% |
+1,083
| New | +$95.1K |
|
258
NVR
NVR
$17B
| $88.6K | 0.02% |
+12
| New | +$86K |
|
259
Cognex
CGNX
$11.8B
| $86.2K | 0.02% |
+2,716
| New | +$77.8K |
|
260
Ameriprise Financial
AMP
$49.6B
| $85.4K | 0.02% |
+160
| New | +$79.1K |
|
261
Middlesex Water
MSEX
$1.08B
| $84.9K | 0.02% |
+1,566
| New | +$92.7K |
|
262
First Solar
FSLR
$25.4B
| $83.1K | 0.02% |
+502
| New | +$74.1K |
|
|
GLDD
263
DELISTED
Great Lakes Dredge & Dock
GLDD
| $82.5K | 0.02% |
6,771
-5,917
| -47% | -$61.5K |
|
264
iShares Core S&P Small-Cap ETF
IJR
$112B
| $78.7K | 0.02% |
+720
| New | +$74.4K |
|
265
General Mills
GIS
$19.2B
| $74K | 0.02% |
+1,428
| New | +$78.8K |
|
266
Citigroup
C
$231B
| $72.4K | 0.02% |
850
-2,019
| -70% | -$146K |
|
267
Alexandria Real Estate Equities
ARE
$8.62B
| $72.2K | 0.02% |
+994
| New | +$73.8K |
|
268
Enbridge
ENB
$113B
| $71.7K | 0.02% |
+1,581
| New | +$71.7K |
|
269
Revvity
RVTY
$12.8B
| $71.3K | 0.02% |
+736
| New | +$69.3K |
|
270
3M
MMM
$93.9B
| $69.9K | 0.02% |
+458
| New | +$65.5K |
|
271
CION Investment
CION
$310M
| $69.9K | 0.02% |
+7,300
| New | +$69.4K |
|
272
Franklin Electric
FELE
$4.87B
| $69.1K | 0.02% |
+770
| New | +$67.5K |
|
273
Azenta
AZTA
$1.47B
| $67.8K | 0.02% |
+2,204
| New | +$62K |
|
274
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.97B
| $67K | 0.02% |
+2,493
| New | +$64.6K |
|
275
Assurant
AIZ
$14.9B
| $66.2K | 0.02% |
+333
| New | +$65.4K |
|
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Gitterman Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, Gitterman Wealth Management held 351 positions worth $429M, up 14% from $377M the previous quarter. Its ten largest holdings account for 80% of the portfolio.
Gitterman Wealth Management deployed $26.6M of net new capital in Q2 2025, opening 220 new positions and adding to 52 existing holdings. Its largest new stake was Autodesk: 1,840 shares worth $569K.
By sector, the portfolio is most concentrated in Technology at 5.2% of assets, up from 4.2% a quarter earlier, followed by Industrials and Healthcare.
On the sell side, the largest reduction was IBM, an estimated $611K trimmed.
- Gitterman Wealth Management's largest Q2 2025 buy was Autodesk: 1,840 shares worth $569K.
- Gitterman Wealth Management added most to GMO US Quality ETF in Q2 2025, an estimated $1.45M increase.
- Gitterman Wealth Management's biggest Q2 2025 reduction was IBM, cutting an estimated $611K.
- Gitterman Wealth Management fully exited HCA Healthcare in Q2 2025, selling an estimated $431K.
- Gitterman Wealth Management's ten largest holdings make up 80% of its $429M portfolio in Q2 2025.
- Gitterman Wealth Management opened 220 new positions and closed 12 in Q2 2025.
- Gitterman Wealth Management's portfolio value rose 14% quarter-over-quarter to $429M.
Based on Gitterman Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.