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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
VRT icon
326
Vertiv
VRT
$112B
– –
-1,938
Closed -$249K
VTRS icon
327
Viatris
VTRS
$19.8B
– –
-190
Closed -$1.7K
WAB icon
328
Wabtec
WAB
$43.8B
– –
-16
Closed -$3.4K
WBA
329
DELISTED
Walgreens Boots Alliance
WBA
– –
-20,129
Closed -$231K
WBD icon
330
Warner Bros
WBD
$64.8B
– –
-19
Closed -$217
WELL icon
331
Welltower
WELL
$173B
– –
-1,488
Closed -$229K
WEX icon
332
WEX
WEX
$5.67B
– –
-868
Closed -$127K
WFC icon
333
Wells Fargo
WFC
$261B
– –
-122
Closed -$9.78K
WM icon
334
Waste Management
WM
$96B
– –
-1,163
Closed -$266K
WRB icon
335
W.R. Berkley
WRB
$27.1B
– –
-4,759
Closed -$350K
WSO icon
336
Watsco Inc
WSO
$15.3B
– –
-348
Closed -$154K
WST icon
337
West Pharmaceutical
WST
$24.9B
– –
-655
Closed -$143K
WTFC icon
338
Wintrust Financial
WTFC
$11B
– –
-2,473
Closed -$307K
WWD icon
339
Woodward
WWD
$23.3B
– –
-868
Closed -$213K
ZWS icon
340
Zurn Elkay Water Solutions
ZWS
$7.98B
– –
-3,068
Closed -$112K
FLUT icon
341
Flutter Entertainment
FLUT
$18.5B
– –
-474
Closed -$135K
SILA
342
DELISTED
Sila Realty Trust
SILA
– –
-12,977
Closed -$307K
PRMB
343
Primo Brands
PRMB
$8.82B
– –
-10,863
Closed -$322K
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 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.