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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
DHR icon
126
Danaher
DHR
$127B
$202K 0.05%
1,019
-74
-7% -$14.7K
PM icon
127
Philip Morris
PM
$293B
$201K 0.05%
1,240
– –
WIT icon
128
Wipro
WIT
$18B
$141K 0.03%
53,632
+2,851
+6% +$8.02K
ABBV icon
129
AbbVie
ABBV
$452B
– –
-818
Closed -$152K
ABT icon
130
Abbott
ABT
$174B
– –
-905
Closed -$123K
ACM icon
131
Aecom
ACM
$8.86B
– –
-1,079
Closed -$122K
ACN icon
132
Accenture
ACN
$86.2B
– –
-33
Closed -$9.86K
ADBE icon
133
Adobe
ADBE
$90.3B
– –
-359
Closed -$139K
ADP icon
134
Automatic Data Processing
ADP
$98.4B
– –
-717
Closed -$222K
ADSK icon
135
Autodesk
ADSK
$44.6B
– –
-1,840
Closed -$569K
AGG icon
136
iShares Core US Aggregate Bond ETF
AGG
$138B
– –
-7,004
Closed -$695K
AIZ icon
137
Assurant
AIZ
$13.7B
– –
-333
Closed -$66.2K
ALL icon
138
Allstate
ALL
$64.8B
– –
-223
Closed -$44.9K
AMGN icon
139
Amgen
AMGN
$198B
– –
-103
Closed -$28.7K
AMP icon
140
Ameriprise Financial
AMP
$47.5B
– –
-160
Closed -$85.4K
ANSS
141
DELISTED
Ansys
ANSS
– –
-438
Closed -$154K
ARE icon
142
Alexandria Real Estate Equities
ARE
$8.82B
– –
-994
Closed -$72.2K
ARRY icon
143
Array Technologies
ARRY
$929M
– –
-6,578
Closed -$38.8K
ATO icon
144
Atmos Energy
ATO
$29.2B
– –
-2
Closed -$336
ATR icon
145
AptarGroup
ATR
$8.23B
– –
-1,004
Closed -$157K
AZTA icon
146
Azenta
AZTA
$1.23B
– –
-2,204
Closed -$67.8K
AZO icon
147
AutoZone
AZO
$49.2B
– –
-100
Closed -$371K
BA icon
148
Boeing
BA
$161B
– –
-691
Closed -$145K
BABA icon
149
Alibaba
BABA
$283B
– –
-837
Closed -$94.9K
BAC icon
150
Bank of America
BAC
$430B
– –
-2,338
Closed -$111K
4 5
6
7 8

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.