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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
AJG icon
101
Arthur J. Gallagher & Co
AJG
$64.5B
$230K 0.06%
+665
New +$210K
NDAQ icon
102
Nasdaq
NDAQ
$52.9B
$228K 0.06%
3,001
+21
+0.7% +$1.65K
RF icon
103
Regions Financial
RF
$26.8B
$227K 0.06%
+10,433
New +$243K
SNA icon
104
Snap-on
SNA
$21.5B
$227K 0.06%
669
+3
+0.5% +$1.02K
LNN icon
105
Lindsay Corp
LNN
$1.17B
$225K 0.06%
1,778
+25
+1% +$3.26K
RY icon
106
Royal Bank of Canada
RY
$294B
$219K 0.06%
1,944
+37
+2% +$4.36K
SBS icon
107
Sabesp
SBS
$18.9B
$219K 0.06%
+63,157
New +$201K
WMS icon
108
Advanced Drainage Systems
WMS
$11.4B
$217K 0.06%
+1,995
New +$233K
IBN icon
109
ICICI Bank
IBN
$109B
$216K 0.06%
6,867
+55
+0.8% +$1.6K
ADP icon
110
Automatic Data Processing
ADP
$109B
$215K 0.06%
700
-16
-2% -$4.83K
RDY icon
111
Dr. Reddy's Laboratories
RDY
$10.1B
$214K 0.06%
16,204
+280
+2% +$3.86K
CSCO icon
112
Cisco
CSCO
$476B
$212K 0.06%
3,440
– –
CWT icon
113
California Water Service
CWT
$3.06B
$211K 0.06%
+4,354
New +$198K
MRK icon
114
Merck
MRK
$317B
$210K 0.06%
2,339
+19
+0.8% +$1.77K
SMH icon
115
VanEck Semiconductor ETF
SMH
$71.8B
$209K 0.06%
+989
New +$237K
GGG icon
116
Graco
GGG
$13.5B
$207K 0.06%
2,483
+27
+1% +$2.29K
AVY icon
117
Avery Dennison
AVY
$13.2B
$207K 0.06%
1,162
+13
+1% +$2.39K
EQIX icon
118
Equinix
EQIX
$104B
$206K 0.05%
250
+12
+5% +$10.8K
IX icon
119
ORIX
IX
$44.8B
$205K 0.05%
9,824
+189
+2% +$3.96K
C icon
120
Citigroup
C
$224B
$204K 0.05%
+2,869
New +$219K
DHR icon
121
Danaher
DHR
$141B
$203K 0.05%
991
+30
+3% +$6.55K
ORA icon
122
Ormat Technologies
ORA
$6.6B
$202K 0.05%
+2,855
New +$193K
FBIN icon
123
Fortune Brands Innovations
FBIN
$6.01B
$201K 0.05%
+3,300
New +$222K
TEF
124
DELISTED
Telefonica
TEF
$194K 0.05%
41,556
+245
+0.6% +$1.05K
SWIM icon
125
Latham Group
SWIM
$848M
$193K 0.05%
30,013
+1,112
+4% +$7.48K
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 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.