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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 Miscellaneous 83.83%
2 Technology 4.91%
3 Industrials 2.99%
4 Utilities 2.06%
5 Financials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPGI icon
301
S&P Global
SPGI
$131B
– –
-25
Closed -$13.2K
SSD icon
302
Simpson Manufacturing
SSD
$7.42B
– –
-891
Closed -$139K
SSNC icon
303
SS&C Technologies
SSNC
$19.6B
– –
-15
Closed -$1.25K
STE icon
304
Steris
STE
$21.9B
– –
-494
Closed -$119K
SYK icon
305
Stryker
SYK
$116B
– –
-641
Closed -$254K
T icon
306
AT&T
T
$176B
– –
-22,571
Closed -$653K
TECH icon
307
Bio-Techne
TECH
$11.4B
– –
-2,164
Closed -$111K
TER icon
308
Teradyne
TER
$55.8B
– –
-1,358
Closed -$122K
TGLS icon
309
Tecnoglass Holdings
TGLS
$1.81B
– –
-1,992
Closed -$154K
TJX icon
310
TJX Companies
TJX
$145B
– –
-1,872
Closed -$231K
TMO icon
311
Thermo Fisher Scientific
TMO
$227B
– –
-64
Closed -$25.9K
TMUS icon
312
T-Mobile US
TMUS
$195B
– –
-952
Closed -$227K
TREX icon
313
Trex
TREX
$4.65B
– –
-1,645
Closed -$89.5K
TT icon
314
Trane Technologies
TT
$98.5B
– –
-437
Closed -$191K
TTWO icon
315
Take-Two Interactive
TTWO
$40.1B
– –
-503
Closed -$122K
TXN icon
316
Texas Instruments
TXN
$236B
– –
-1,062
Closed -$220K
TYL icon
317
Tyler Technologies
TYL
$14.9B
– –
-456
Closed -$270K
UAL icon
318
United Airlines
UAL
$36.2B
– –
-4,390
Closed -$350K
ULTA icon
319
Ulta Beauty
ULTA
$24.1B
– –
-4
Closed -$1.87K
VB icon
320
Vanguard Morningstar Small-Cap ETF
VB
$81.1B
– –
-214
Closed -$50.7K
VCEL icon
321
Vericel Corp
VCEL
$2.06B
– –
-2,109
Closed -$89.7K
VEEV icon
322
Veeva Systems
VEEV
$44.5B
– –
-367
Closed -$106K
VIG icon
323
Vanguard Dividend Appreciation ETF
VIG
$113B
– –
-245
Closed -$50.1K
VRSK icon
324
Verisk Analytics
VRSK
$24.2B
– –
-766
Closed -$239K
VRSN icon
325
VeriSign
VRSN
$26.4B
– –
-676
Closed -$195K
10 11 12
13
14

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BWA
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ODG
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SA
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NELSF
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SCP
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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 Miscellaneous at 84% of assets, up from 81% a quarter earlier, followed by Technology and Industrials.

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.