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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
WTRG icon
51
Essential Utilities
WTRG
$11.3B
$444K 0.1%
11,961
+446
+4% +$17.4K
SBUX icon
52
Starbucks
SBUX
$120B
$441K 0.1%
4,809
-1,154
-19% -$100K
QQQ icon
53
Invesco QQQ Trust
QQQ
$461B
$438K 0.1%
794
– –
FBTC icon
54
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.7B
$424K 0.1%
4,511
+205
+5% +$17.6K
COST icon
55
Costco
COST
$422B
$422K 0.1%
427
-123
-22% -$122K
NVS icon
56
Novartis
NVS
$297B
$398K 0.09%
3,291
-68
-2% -$7.66K
TSM icon
57
TSMC
TSM
$2.1T
$377K 0.09%
1,663
-65
-4% -$12K
SAP icon
58
SAP
SAP
$212B
$376K 0.09%
1,234
-50
-4% -$14.3K
V icon
59
Visa
V
$684B
$373K 0.09%
1,049
-849
-45% -$296K
AZO icon
60
AutoZone
AZO
$49.2B
$371K 0.09%
+100
New +$369K
AXP icon
61
American Express
AXP
$227B
$370K 0.09%
1,161
– –
SJM icon
62
J.M. Smucker
SJM
$12.7B
$362K 0.08%
+3,686
New +$405K
CB icon
63
Chubb
CB
$135B
$360K 0.08%
+1,241
New +$357K
BKNG icon
64
Booking.com
BKNG
$149B
$359K 0.08%
+1,550
New +$317K
DAL icon
65
Delta Air Lines
DAL
$57.5B
$358K 0.08%
+7,285
New +$335K
J icon
66
Jacobs Solutions
J
$15.9B
$357K 0.08%
2,713
-10
-0.4% -$1.23K
EW icon
67
Edwards Lifesciences
EW
$49.6B
$350K 0.08%
+4,474
New +$334K
IDXX icon
68
Idexx Laboratories
IDXX
$44.1B
$350K 0.08%
+652
New +$312K
WRB icon
69
W.R. Berkley
WRB
$26.9B
$350K 0.08%
+4,759
New +$341K
UAL icon
70
United Airlines
UAL
$39.4B
$350K 0.08%
+4,390
New +$323K
CARR icon
71
Carrier Global
CARR
$51B
$344K 0.08%
4,703
+86
+2% +$5.83K
MS icon
72
Morgan Stanley
MS
$331B
$340K 0.08%
2,414
-1,994
-45% -$245K
CHKP icon
73
Check Point Software Technologies
CHKP
$13B
$338K 0.08%
1,528
-11
-0.7% -$2.42K
ORLY icon
74
O'Reilly Automotive
ORLY
$72.9B
$331K 0.08%
+3,668
New +$334K
PCG icon
75
PG&E
PCG
$38.3B
$328K 0.08%
+23,546
New +$383K
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.