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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
WTRG icon
26
Essential Utilities
WTRG
$11.2B
$955K 0.22%
23,933
+11,972
+100% +$456K
SBS icon
27
Sabesp
SBS
$20.2B
$953K 0.22%
197,469
+74,058
+60% +$312K
TBIL
28
F/m US Treasury 3 Month Bill Fund
TBIL
$7.19B
$928K 0.21%
18,568
+2,192
+13% +$109K
AWK icon
29
American Water Works
AWK
$26.1B
$918K 0.21%
6,595
+3,239
+97% +$458K
NVO
30
Novo Nordisk
NVO
$219B
$894K 0.2%
16,113
-1,000
-6% -$58.5K
PNR icon
31
Pentair
PNR
$10B
$871K 0.2%
7,861
+2,823
+56% +$301K
AAON icon
32
Aaon
AAON
$8.51B
$848K 0.19%
9,074
-445
-5% -$36.4K
JPM icon
33
JPMorgan Chase
JPM
$901B
$829K 0.19%
2,628
+50
+2% +$14.9K
NUBD icon
34
Nuveen ESG US Aggregate Bond ETF
NUBD
$460M
$825K 0.19%
36,753
+2,532
+7% +$56.3K
HON icon
35
Honeywell
HON
$71.7B
$791K 0.18%
3,989
+961
+32% +$201K
IBM icon
36
IBM
IBM
$200B
$760K 0.17%
2,693
+623
+30% +$163K
BRK.A icon
37
Berkshire Hathaway Class A
BRK.A
$1.06T
$754K 0.17%
1
– –
STN icon
38
Stantec
STN
$7.88B
$743K 0.17%
6,897
+1,636
+31% +$179K
CNM icon
39
Core & Main
CNM
$8.2B
$723K 0.17%
13,439
+3,189
+31% +$193K
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.06T
$713K 0.16%
1,418
-400
-22% -$194K
FBTC icon
41
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$585K 0.13%
5,865
+1,354
+30% +$135K
META icon
42
Meta Platforms (Facebook)
META
$1.64T
$581K 0.13%
791
+652
+469% +$485K
PG icon
43
Procter & Gamble
PG
$347B
$576K 0.13%
3,751
+780
+26% +$122K
WMS icon
44
Advanced Drainage Systems
WMS
$11B
$573K 0.13%
4,130
+1,610
+64% +$211K
AVGO icon
45
Broadcom
AVGO
$1.8T
$557K 0.13%
1,688
+1,563
+1,250% +$480K
SWIM icon
46
Latham Group
SWIM
$717M
$554K 0.13%
72,789
+41,784
+135% +$308K
TSM icon
47
TSMC
TSM
$2.09T
$510K 0.12%
1,824
+161
+10% +$39.4K
ED icon
48
Consolidated Edison
ED
$40.9B
$505K 0.12%
5,026
+2,794
+125% +$280K
HD icon
49
Home Depot
HD
$332B
$495K 0.11%
1,222
+728
+147% +$286K
QQQ icon
50
Invesco QQQ Trust
QQQ
$463B
$477K 0.11%
794
– –
1
2
3 4 5

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.