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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
IEFA icon
101
iShares Core MSCI EAFE ETF
IEFA
$185B
$258K 0.06%
2,953
-394
-12% -$33.5K
YORW icon
102
York Water
YORW
$507M
$257K 0.06%
8,437
+4,611
+121% +$143K
GEV icon
103
GE Vernova
GEV
$290B
$255K 0.06%
414
+316
+322% +$191K
UBER icon
104
Uber
UBER
$147B
$245K 0.06%
2,500
– –
RDY icon
105
Dr. Reddy's Laboratories
RDY
$10.4B
$245K 0.06%
17,512
+1,675
+11% +$24.1K
LEN icon
106
Lennar Class A
LEN
$20B
$241K 0.06%
1,916
+1,694
+763% +$210K
ECL icon
107
Ecolab
ECL
$75.6B
$241K 0.06%
878
+390
+80% +$106K
BG icon
108
Bunge Global
BG
$23.4B
$240K 0.06%
2,951
+589
+25% +$47.2K
AOS icon
109
A.O. Smith
AOS
$8.12B
$238K 0.05%
3,236
+1,812
+127% +$129K
TFC icon
110
Truist Financial
TFC
$62.3B
$235K 0.05%
+5,147
New +$232K
ROL icon
111
Rollins
ROL
$21.5B
$235K 0.05%
3,993
+312
+8% +$17.7K
PSO icon
112
Pearson
PSO
$9.97B
$233K 0.05%
16,449
+1,299
+9% +$18.7K
IR icon
113
Ingersoll Rand
IR
$31.4B
$233K 0.05%
2,816
+2,768
+5,767% +$227K
ARTNA icon
114
Artesian Resources
ARTNA
$351M
$233K 0.05%
7,134
+3,921
+122% +$130K
PRM icon
115
Perimeter Solutions
PRM
$5.66B
$232K 0.05%
10,344
-2,739
-21% -$51.9K
TEF
116
DELISTED
Telefonica
TEF
$226K 0.05%
44,539
+3,766
+9% +$20K
CVX icon
117
Chevron
CVX
$378B
$224K 0.05%
+1,441
New +$223K
AON icon
118
Aon
AON
$77.5B
$222K 0.05%
622
– –
VUG icon
119
Vanguard Growth ETF
VUG
$221B
$221K 0.05%
2,772
– –
LMT icon
120
Lockheed Martin
LMT
$117B
$221K 0.05%
442
– –
CSCO icon
121
Cisco
CSCO
$436B
$221K 0.05%
3,223
-3,993
-55% -$272K
AXON
122
Axon Enterprise
AXON
$42.5B
$220K 0.05%
307
-264
-46% -$200K
SHG icon
123
Shinhan Financial Group
SHG
$32.4B
$211K 0.05%
4,181
+346
+9% +$16.9K
COF icon
124
Capital One
COF
$127B
$210K 0.05%
987
+709
+255% +$155K
DVY icon
125
iShares Select Dividend ETF
DVY
$23.6B
$203K 0.05%
1,431
– –
3 4
5
6 7

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.