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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
MCD icon
76
McDonald's
MCD
$195B
$306K 0.08%
981
– –
AXON
77
Axon Enterprise
AXON
$45.7B
$298K 0.08%
566
-62
-10% -$36.3K
EXPE icon
78
Expedia Group
EXPE
$37.1B
$297K 0.08%
+1,767
New +$322K
CARR icon
79
Carrier Global
CARR
$53.2B
$293K 0.08%
+4,617
New +$307K
PRMB
80
Primo Brands
PRMB
$8.69B
$290K 0.08%
8,173
-7,138
-47% -$233K
TSM icon
81
TSMC
TSM
$2.18T
$287K 0.08%
1,728
+3
+0.2% +$583
HSBC icon
82
HSBC
HSBC
$355B
$285K 0.08%
4,971
-218
-4% -$11.9K
WTFC icon
83
Wintrust Financial
WTFC
$10.7B
$270K 0.07%
2,404
+31
+1% +$3.83K
CIG icon
84
CEMIG Preferred Shares
CIG
$6.06B
$267K 0.07%
151,604
+628
+0.4% +$1.17K
SBAC icon
85
SBA Communications
SBAC
$19.5B
$267K 0.07%
1,213
-97
-7% -$20.3K
WM icon
86
Waste Management
WM
$91.4B
$264K 0.07%
1,140
-1,681
-60% -$372K
IEFA icon
87
iShares Core MSCI EAFE ETF
IEFA
$196B
$253K 0.07%
+3,347
New +$250K
ZWS icon
88
Zurn Elkay Water Solutions
ZWS
$8.55B
$251K 0.07%
7,609
+137
+2% +$4.93K
ORCL icon
89
Oracle
ORCL
$418B
$248K 0.07%
+1,776
New +$289K
IHG icon
90
InterContinental Hotels
IHG
$23.3B
$247K 0.07%
2,257
+29
+1% +$3.61K
PSO icon
91
Pearson
PSO
$9.9B
$247K 0.07%
15,422
+25
+0.2% +$411
SPGI icon
92
S&P Global
SPGI
$121B
$247K 0.07%
485
+2
+0.4% +$1.02K
TYL icon
93
Tyler Technologies
TYL
$12.7B
$243K 0.06%
418
+8
+2% +$4.75K
NGG icon
94
National Grid
NGG
$81.6B
$242K 0.06%
3,852
-72
-2% -$4.23K
AWR icon
95
American States Water
AWR
$3.46B
$242K 0.06%
+3,071
New +$231K
IR icon
96
Ingersoll Rand
IR
$34.2B
$241K 0.06%
+3,011
New +$262K
FSV icon
97
FirstService
FSV
$6.33B
$240K 0.06%
1,444
+337
+30% +$59.1K
CIBR icon
98
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
$239K 0.06%
+3,796
New +$252K
VTRS icon
99
Viatris
VTRS
$19.3B
$238K 0.06%
+27,355
New +$287K
SKM icon
100
SK Telecom
SKM
$13.3B
$234K 0.06%
11,000
+36
+0.3% +$776
2 3
4
5 6

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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
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return

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.