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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
+0.04%
1 Year Est. Return
+11.66%
3 Year Est. Return
+33.03%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$377M
AUM Growth
+$137M
Cap. Flow
+$143M
Cap. Flow %
37.9%
Top 10 Hldgs %
84.45%
Holding
162
New
34
Increased
61
Reduced
29
Closed
31

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$51.6M
2
QLTY icon
GMO US Quality ETF
QLTY
+$51.5M
3
PHO icon
Invesco Water Resources ETF
PHO
+$24.2M
4
GLD icon
SPDR Gold Trust
GLD
+$21M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$15.8M

Top Sells

Rank Stock Value
1
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$24.7M
2
IYW icon
iShares US Technology ETF
IYW
+$9.86M
3
IBM icon
IBM
IBM
+$1.05M
4
HPQ icon
HP
HPQ
+$535K
5
AAPL icon
Apple
AAPL
+$506K

Sector Composition

Rank Sector Weight
1 Technology 4.25%
2 Industrials 2.42%
3 Healthcare 2.33%
4 Financials 2.05%
5 Utilities 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAH icon
51
Cardinal Health
CAH
$55.7B
$410K 0.11%
+2,974
New +$379K
PNR icon
52
Pentair
PNR
$11.2B
$409K 0.11%
4,673
-51
-1% -$4.86K
T icon
53
AT&T
T
$162B
$402K 0.11%
14,207
-16,545
-54% -$416K
BSX icon
54
Boston Scientific
BSX
$71.4B
$387K 0.1%
3,832
-127
-3% -$12.8K
JPM icon
55
JPMorgan Chase
JPM
$947B
$385K 0.1%
1,568
+11
+0.7% +$2.8K
NVS icon
56
Novartis
NVS
$293B
$374K 0.1%
3,359
+35
+1% +$3.73K
QQQ icon
57
Invesco QQQ Trust
QQQ
$479B
$372K 0.1%
794
– –
GS icon
58
Goldman Sachs
GS
$301B
$371K 0.1%
+678
New +$408K
HSY icon
59
Hershey
HSY
$36.8B
$368K 0.1%
+2,151
New +$352K
CTSH icon
60
Cognizant
CTSH
$25.6B
$362K 0.1%
4,727
+722
+18% +$58.8K
DE icon
61
Deere & Co
DE
$166B
$360K 0.1%
768
-611
-44% -$286K
IP icon
62
International Paper
IP
$21.5B
$360K 0.1%
+6,745
New +$369K
LOW icon
63
Lowe's Companies
LOW
$122B
$355K 0.09%
+1,521
New +$374K
CHKP icon
64
Check Point Software Technologies
CHKP
$12.8B
$351K 0.09%
1,539
+6
+0.4% +$1.27K
SAP icon
65
SAP
SAP
$230B
$345K 0.09%
1,284
+1
+0.1% +$272
PPG icon
66
PPG Industries
PPG
$26B
$333K 0.09%
+3,043
New +$351K
DHI icon
67
D.R. Horton
DHI
$40.8B
$332K 0.09%
+2,607
New +$350K
AMAT icon
68
Applied Materials
AMAT
$419B
$330K 0.09%
+2,272
New +$382K
J icon
69
Jacobs Solutions
J
$16.9B
$326K 0.09%
2,723
-194
-7% -$25K
RPM icon
70
RPM International
RPM
$14.8B
$323K 0.09%
2,796
+34
+1% +$4.13K
TGT icon
71
Target
TGT
$66.8B
$320K 0.09%
+3,067
New +$383K
BMY icon
72
Bristol-Myers Squibb
BMY
$131B
$315K 0.08%
+5,166
New +$301K
POOL icon
73
Pool Corp
POOL
$7.31B
$313K 0.08%
981
-146
-13% -$49.5K
AXP icon
74
American Express
AXP
$231B
$312K 0.08%
1,161
-525
-31% -$155K
FBTC icon
75
Fidelity Wise Origin Bitcoin Fund
FBTC
$12B
$310K 0.08%
4,306
+1,195
+38% +$97.2K
1 2
3
4 5

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BWA
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ODG
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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 Q1 2025 Portfolio in Review

As of Q1 2025, Gitterman Wealth Management held 162 positions worth $377M, up 57% from $239M the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Gitterman Wealth Management deployed $143M of net new capital in Q1 2025, opening 34 new positions and adding to 61 existing holdings. Its largest new stake was Vanguard S&P 500 ETF: 95,426 shares worth $49M.

By sector, the portfolio is most concentrated in Technology at 4.2% of assets, down from 8.1% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was Vanguard Intermediate-Term Treasury ETF, an estimated $24.7M trimmed.

  • Gitterman Wealth Management's largest Q1 2025 buy was Vanguard S&P 500 ETF: 95,426 shares worth $49M.
  • Gitterman Wealth Management added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2025, an estimated $12M increase.
  • Gitterman Wealth Management's biggest Q1 2025 reduction was Vanguard Intermediate-Term Treasury ETF, cutting an estimated $24.7M.
  • Gitterman Wealth Management fully exited iShares US Technology ETF in Q1 2025, selling an estimated $9.86M.
  • Gitterman Wealth Management's ten largest holdings make up 84% of its $377M portfolio in Q1 2025.
  • Gitterman Wealth Management opened 34 new positions and closed 31 in Q1 2025.
  • Gitterman Wealth Management's portfolio value rose 57% quarter-over-quarter to $377M.

Based on Gitterman Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.