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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
WIT icon
126
Wipro
WIT
$19.8B
$159K 0.04%
51,838
+199
+0.4% +$679
WTTR icon
127
Select Water Solutions
WTTR
$2.87B
$153K 0.04%
14,617
-3,429
-19% -$41.6K
PRM icon
128
Perimeter Solutions
PRM
$5.93B
$129K 0.03%
12,767
-3,622
-22% -$40.6K
GWRS icon
129
Global Water Resources
GWRS
$219M
$115K 0.03%
11,190
+472
+4% +$5.36K
GLDD
130
DELISTED
Great Lakes Dredge & Dock
GLDD
$110K 0.03%
12,688
-163
-1% -$1.63K
LESL icon
131
Leslie's
LESL
$10M
$17.9K ﹤0.01%
1,217
+301
+33% +$9.23K
ABBV icon
132
AbbVie
ABBV
$433B
– –
-1,497
Closed -$266K
ADSK icon
133
Autodesk
ADSK
$52.5B
– –
-701
Closed -$207K
AMGN icon
134
Amgen
AMGN
$220B
– –
-873
Closed -$228K
AZO icon
135
AutoZone
AZO
$50.1B
– –
-114
Closed -$365K
BA icon
136
Boeing
BA
$184B
– –
-1,501
Closed -$266K
BBY icon
137
Best Buy
BBY
$17.2B
– –
-3,066
Closed -$263K
BIO icon
138
Bio-Rad Laboratories Class A
BIO
$9.27B
– –
-621
Closed -$204K
BNY
139
Bank of New York Mellon
BNY
$107B
– –
-4,734
Closed -$364K
CI icon
140
Cigna
CI
$74.2B
– –
-982
Closed -$271K
DECK icon
141
Deckers Outdoor
DECK
$13.3B
– –
-2,135
Closed -$434K
DVY icon
142
iShares Select Dividend ETF
DVY
$23.6B
– –
-1,643
Closed -$216K
EG icon
143
Everest Group
EG
$14.3B
– –
-850
Closed -$308K
HIG icon
144
Hartford Financial Services
HIG
$39.3B
– –
-2,875
Closed -$315K
HLT icon
145
Hilton Worldwide
HLT
$71.5B
– –
-1,441
Closed -$356K
HPQ icon
146
HP
HPQ
$27.1B
– –
-16,396
Closed -$535K
INFY icon
147
Infosys
INFY
$50.6B
– –
-9,735
Closed -$213K
IYW icon
148
iShares US Technology ETF
IYW
$25.1B
– –
-61,811
Closed -$9.86M
LMT icon
149
Lockheed Martin
LMT
$135B
– –
-443
Closed -$215K
MMM icon
150
3M
MMM
$94.4B
– –
-2,951
Closed -$381K
3 4 5
6
7

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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 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.