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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 | |
|---|---|---|---|---|---|---|
276
FTI Consulting
FCN
$4.23B
| $63.2K | 0.01% |
+391
| New | +$63.8K |
|
277
Capital One
COF
$136B
| $59.1K | 0.01% |
+278
| New | +$51.9K |
|
278
Sprouts Farmers Market
SFM
$7.94B
| $59.1K | 0.01% |
+359
| New | +$58.7K |
|
279
Nike
NKE
$63B
| $53.8K | 0.01% |
+758
| New | +$45.5K |
|
280
Illinois Tool Works
ITW
$85.5B
| $53.2K | 0.01% |
+215
| New | +$51.9K |
|
281
Oracle
ORCL
$416B
| $52.8K | 0.01% |
240
-1,536
| -86% | -$248K |
|
282
GE Vernova
GEV
$271B
| $51.9K | 0.01% |
+98
| New | +$40.8K |
|
283
Vanguard Morningstar Small-Cap ETF
VB
$81.6B
| $50.7K | 0.01% |
+214
| New | +$47.7K |
|
284
Vanguard Dividend Appreciation ETF
VIG
$114B
| $50.1K | 0.01% |
+245
| New | +$47.5K |
|
285
Allstate
ALL
$68.1B
| $44.9K | 0.01% |
+223
| New | +$44.5K |
|
286
ORIX
IX
$44.9B
| $42.6K | 0.01% |
1,890
-7,934
| -81% | -$163K |
|
287
Independence Realty Trust
IRT
$4.03B
| $42.4K | 0.01% |
+2,396
| New | +$45K |
|
288
Enphase Energy
ENPH
$5.15B
| $41.6K | 0.01% |
+1,050
| New | +$48.5K |
|
289
Comcast
CMCSA
$87.8B
| $40.3K | 0.01% |
+1,129
| New | +$39.1K |
|
290
Fortune Brands Innovations
FBIN
$6.24B
| $40.2K | 0.01% |
781
-2,519
| -76% | -$132K |
|
291
Haleon
HLN
$43.8B
| $39.4K | 0.01% |
+3,796
| New | +$40K |
|
292
iShares Russell 1000 Value ETF
IWD
$83.2B
| $39K | 0.01% |
+201
| New | +$37.2K |
|
293
Array Technologies
ARRY
$868M
| $38.8K | 0.01% |
+6,578
| New | +$39.9K |
|
|
LAND
294
Gladstone Land Corp
LAND
$354M
| $38K | 0.01% |
+3,733
| New | +$36.7K |
|
295
Duolingo
DUOL
$6.3B
| $37.7K | 0.01% |
+92
| New | +$40.4K |
|
296
Tesla
TSLA
$1.27T
| $37.2K | 0.01% |
+117
| New | +$35.2K |
|
297
Goldman Sachs
GS
$309B
| $34.9K | 0.01% |
49
-629
| -93% | -$364K |
|
298
Broadcom
AVGO
$1.99T
| $34.5K | 0.01% |
+125
| New | +$27.1K |
|
299
Mondelez International
MDLZ
$79.9B
| $33.1K | 0.01% |
+491
| New | +$32.8K |
|
300
InvenTrust Properties
IVT
$2.61B
| $30K | 0.01% |
+1,096
| New | +$30.5K |
|
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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.