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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
PFE icon
276
Pfizer
PFE
$141B
– –
-1,158
Closed -$28.1K
PGR icon
277
Progressive
PGR
$123B
– –
-676
Closed -$180K
PKST
278
DELISTED
Peakstone Realty Trust
PKST
– –
-837
Closed -$11.1K
PLMR icon
279
Palomar
PLMR
$3.71B
– –
-863
Closed -$133K
PLTR icon
280
Palantir
PLTR
$323B
– –
-22
Closed -$3K
PNC icon
281
PNC Financial Services
PNC
$99.8B
– –
-946
Closed -$176K
POOL icon
282
Pool Corp
POOL
$7.33B
– –
-903
Closed -$264K
POWI icon
283
Power Integrations
POWI
$3.96B
– –
-1,941
Closed -$108K
PTC icon
284
PTC
PTC
$14.4B
– –
-898
Closed -$155K
QCOM icon
285
Qualcomm
QCOM
$180B
– –
-170
Closed -$27.1K
RCL icon
286
Royal Caribbean
RCL
$76.7B
– –
-2
Closed -$626
RF icon
287
Regions Financial
RF
$26.5B
– –
-1,101
Closed -$25.9K
RGA icon
288
Reinsurance Group of America
RGA
$15.8B
– –
-862
Closed -$171K
RJF icon
289
Raymond James Financial
RJF
$32.8B
– –
-1,596
Closed -$245K
ROK icon
290
Rockwell Automation
ROK
$51B
– –
-579
Closed -$193K
ROST icon
291
Ross Stores
ROST
$75.6B
– –
-13
Closed -$1.78K
RPM icon
292
RPM International
RPM
$13B
– –
-1,192
Closed -$131K
RTX icon
293
RTX Corp
RTX
$262B
– –
-733
Closed -$107K
RVTY icon
294
Revvity
RVTY
$11.9B
– –
-736
Closed -$71.3K
SBUX icon
295
Starbucks
SBUX
$119B
– –
-4,809
Closed -$441K
SCI icon
296
Service Corp International
SCI
$10.8B
– –
-1,541
Closed -$126K
SFM icon
297
Sprouts Farmers Market
SFM
$7.02B
– –
-359
Closed -$59.1K
SHW icon
298
Sherwin-Williams
SHW
$79.8B
– –
-22
Closed -$7.62K
SJM icon
299
J.M. Smucker
SJM
$12B
– –
-3,686
Closed -$362K
SLAB icon
300
Silicon Laboratories
SLAB
$7.17B
– –
-1,357
Closed -$200K
10 11
12
13 14

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.