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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
Cap. Flow
+$26.6M
Cap. Flow %
6.19%
Top 10 Hldgs %
80.38%
Holding
351
New
220
Increased
52
Reduced
58
Closed
12

Top Buys

Rank Stock Value
1
QLTY icon
GMO US Quality ETF
QLTY
+$1.45M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.29M
3
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$908K
4
ADSK icon
Autodesk
ADSK
+$522K
5
VZ icon
Verizon
VZ
+$506K

Top Sells

Rank Stock Value
1
IBM icon
IBM
IBM
+$611K
2
MA icon
Mastercard
MA
+$447K
3
HCA icon
HCA Healthcare
HCA
+$431K
4
ED icon
Consolidated Edison
ED
+$377K
5
HSY icon
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
JPM icon
26
JPMorgan Chase
JPM
$935B
$747K 0.17%
2,578
+1,010
+64% +$258K
BRK.A icon
27
Berkshire Hathaway Class A
BRK.A
$1.1T
$729K 0.17%
1
– –
AAON icon
28
Aaon
AAON
$7.3B
$702K 0.16%
9,519
-10
-0.1% -$877
AGG icon
29
iShares Core US Aggregate Bond ETF
AGG
$137B
$695K 0.16%
7,004
+690
+11% +$67.6K
HON icon
30
Honeywell
HON
$77B
$665K 0.15%
3,028
+124
+4% +$25.1K
TTEK icon
31
Tetra Tech
TTEK
$8.49B
$664K 0.15%
18,457
+1,632
+10% +$54.3K
T icon
32
AT&T
T
$159B
$653K 0.15%
22,571
+8,364
+59% +$230K
NVDA icon
33
NVIDIA
NVDA
$4.86T
$619K 0.14%
3,917
-2,897
-43% -$365K
CNM icon
34
Core & Main
CNM
$8.23B
$619K 0.14%
10,250
-422
-4% -$22.6K
DE icon
35
Deere & Co
DE
$160B
$616K 0.14%
1,211
+443
+58% +$217K
IBM icon
36
IBM
IBM
$211B
$610K 0.14%
2,070
-2,371
-53% -$611K
VLTO icon
37
Veralto
VLTO
$23B
$604K 0.14%
5,986
+618
+12% +$59.6K
STN icon
38
Stantec
STN
$8.04B
$572K 0.13%
5,261
-415
-7% -$40K
ADSK icon
39
Autodesk
ADSK
$49.5B
$569K 0.13%
+1,840
New +$522K
SBS icon
40
Sabesp
SBS
$19.1B
$526K 0.12%
123,411
+60,254
+95% +$233K
AMZN icon
41
Amazon
AMZN
$2.92T
$525K 0.12%
2,393
-193
-7% -$38.2K
MCD icon
42
McDonald's
MCD
$192B
$525K 0.12%
1,795
+814
+83% +$251K
PNR icon
43
Pentair
PNR
$10.4B
$517K 0.12%
5,038
+365
+8% +$34.1K
VZ icon
44
Verizon
VZ
$195B
$505K 0.12%
+11,681
New +$506K
NDAQ icon
45
Nasdaq
NDAQ
$52.7B
$503K 0.12%
5,630
+2,629
+88% +$210K
CSCO icon
46
Cisco
CSCO
$457B
$501K 0.12%
7,216
+3,776
+110% +$232K
PG icon
47
Procter & Gamble
PG
$336B
$473K 0.11%
2,971
– –
AXON
48
Axon Enterprise
AXON
$42.5B
$473K 0.11%
571
+5
+0.9% +$3.4K
KKR icon
49
KKR & Co
KKR
$91.1B
$472K 0.11%
3,551
– –
AWK icon
50
American Water Works
AWK
$26.7B
$467K 0.11%
3,356
-597
-15% -$85.5K
1
2
3 4 5

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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 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.