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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
SMH icon
51
VanEck Semiconductor ETF
SMH
$70.3B
$475K 0.11%
1,455
+387
+36% +$115K
CWT icon
52
California Water Service
CWT
$3.03B
$473K 0.11%
10,306
+5,845
+131% +$269K
J icon
53
Jacobs Solutions
J
$15.3B
$467K 0.11%
3,114
+401
+15% +$57.6K
WTTR icon
54
Select Water Solutions
WTTR
$2.54B
$464K 0.11%
43,374
+27,692
+177% +$253K
NVS icon
55
Novartis
NVS
$294B
$463K 0.11%
3,607
+316
+10% +$38.6K
KKR icon
56
KKR & Co
KKR
$87.2B
$461K 0.11%
3,551
– –
HTO
57
H2O America
HTO
$2.68B
$460K 0.11%
9,441
+6,235
+194% +$311K
WMT icon
58
Walmart Inc
WMT
$878B
$438K 0.1%
4,249
+2,956
+229% +$294K
DE icon
59
Deere & Co
DE
$158B
$437K 0.1%
955
-256
-21% -$126K
TSLA icon
60
Tesla
TSLA
$1.42T
$432K 0.1%
971
+854
+730% +$296K
VMC icon
61
Vulcan Materials
VMC
$35.9B
$419K 0.1%
1,362
+838
+160% +$238K
AWR icon
62
American States Water
AWR
$3.39B
$413K 0.09%
5,636
+3,036
+117% +$226K
AXP icon
63
American Express
AXP
$239B
$386K 0.09%
1,161
– –
HSBC icon
64
HSBC
HSBC
$347B
$380K 0.09%
5,358
+468
+10% +$30.4K
MS icon
65
Morgan Stanley
MS
$340B
$376K 0.09%
2,365
-49
-2% -$7.24K
GS icon
66
Goldman Sachs
GS
$320B
$368K 0.08%
462
+413
+843% +$306K
SAP icon
67
SAP
SAP
$180B
$365K 0.08%
1,362
+128
+10% +$36K
ORCL icon
68
Oracle
ORCL
$366B
$364K 0.08%
1,295
+1,055
+440% +$269K
ORA icon
69
Ormat Technologies
ORA
$6.46B
$355K 0.08%
3,691
+772
+26% +$69.6K
COST icon
70
Costco
COST
$412B
$350K 0.08%
378
-49
-11% -$47K
LNN icon
71
Lindsay Corp
LNN
$1.14B
$349K 0.08%
2,485
+693
+39% +$96.4K
GE icon
72
GE Aerospace
GE
$353B
$348K 0.08%
1,157
+761
+192% +$208K
VMI icon
73
Valmont Industries
VMI
$9.81B
$345K 0.08%
888
+493
+125% +$179K
CIG icon
74
CEMIG Preferred Shares
CIG
$6.15B
$340K 0.08%
161,340
+13,619
+9% +$26.7K
LLY icon
75
Eli Lilly
LLY
$1.05T
$333K 0.08%
436
+101
+30% +$75.2K
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.