We are live on ! Find out more
GWM

Gitterman Wealth Management Portfolio holdings

AUM $436M
1-Year Est. Return 11.66%
This Fund
S&P 500
This Quarter Est. Return
+7.44%
1 Year Est. Return
+11.66%
3 Year Est. Return
+33.03%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$429M
AUM Growth
+$52.7M
Cap. Flow
+$26.6M
Cap. Flow %
6.19%
Top 10 Hldgs %
80.38%
Holding
351
New
220
Increased
52
Reduced
58
Closed
12

Top Buys

Rank Stock Value
1
QLTY icon
GMO US Quality ETF
QLTY
+$1.45M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.29M
3
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$908K
4
ADSK icon
Autodesk
ADSK
+$522K
5
VZ icon
Verizon
VZ
+$506K

Top Sells

Rank Stock Value
1
IBM icon
IBM
IBM
+$611K
2
MA icon
Mastercard
MA
+$447K
3
HCA icon
HCA Healthcare
HCA
+$431K
4
ED icon
Consolidated Edison
ED
+$377K
5
HSY icon
Hershey
HSY
+$368K

Sector Composition

Rank Sector Weight
1 Technology 5.15%
2 Industrials 3.52%
3 Healthcare 2.34%
4 Financials 2.33%
5 Utilities 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ED icon
126
Consolidated Edison
ED
$40B
$224K 0.05%
2,232
-3,562
-61% -$377K
ADP icon
127
Automatic Data Processing
ADP
$106B
$222K 0.05%
717
+17
+2% +$5.22K
AON icon
128
Aon
AON
$75.1B
$222K 0.05%
622
-420
-40% -$152K
MSI icon
129
Motorola Solutions
MSI
$73.9B
$221K 0.05%
+526
New +$220K
TXN icon
130
Texas Instruments
TXN
$258B
$220K 0.05%
+1,062
New +$189K
MCO icon
131
Moody's
MCO
$83.5B
$219K 0.05%
+437
New +$202K
IP icon
132
International Paper
IP
$22.4B
$219K 0.05%
4,686
-2,059
-31% -$97.3K
GWRE icon
133
Guidewire Software
GWRE
$13.3B
$219K 0.05%
+929
New +$200K
DHR icon
134
Danaher
DHR
$139B
$216K 0.05%
1,093
+102
+10% +$19.8K
EXC icon
135
Exelon
EXC
$47.1B
$216K 0.05%
+4,972
New +$221K
AMT icon
136
American Tower
AMT
$81.6B
$214K 0.05%
+968
New +$209K
TEF
137
DELISTED
Telefonica
TEF
$213K 0.05%
40,773
-783
-2% -$3.94K
WWD icon
138
Woodward
WWD
$22.2B
$213K 0.05%
+868
New +$178K
EQIX icon
139
Equinix
EQIX
$104B
$210K 0.05%
261
+11
+4% +$9.33K
ROL icon
140
Rollins
ROL
$18.2B
$208K 0.05%
+3,681
New +$207K
LMT icon
141
Lockheed Martin
LMT
$136B
$205K 0.05%
+442
New +$207K
NTAP icon
142
NetApp
NTAP
$38.2B
$204K 0.05%
+1,919
New +$182K
CWT icon
143
California Water Service
CWT
$3.08B
$203K 0.05%
4,461
+107
+2% +$5.12K
VUG icon
144
Vanguard Morningstar Growth ETF
VUG
$230B
$202K 0.05%
+2,772
New +$183K
GGG icon
145
Graco
GGG
$13.3B
$202K 0.05%
2,353
-130
-5% -$10.8K
PEG icon
146
Public Service Enterprise Group
PEG
$38B
$202K 0.05%
+2,394
New +$193K
SLAB icon
147
Silicon Laboratories
SLAB
$7.19B
$200K 0.05%
+1,357
New +$161K
BRO icon
148
Brown & Brown
BRO
$23.7B
$199K 0.05%
+1,798
New +$202K
AWR icon
149
American States Water
AWR
$3.34B
$199K 0.05%
2,600
-471
-15% -$37K
SWIM icon
150
Latham Group
SWIM
$674M
$198K 0.05%
31,005
+992
+3% +$5.76K
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 Q2 2025 Portfolio in Review

As of Q2 2025, Gitterman Wealth Management held 351 positions worth $429M, up 14% from $377M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Gitterman Wealth Management deployed $26.6M of net new capital in Q2 2025, opening 220 new positions and adding to 52 existing holdings. Its largest new stake was Autodesk: 1,840 shares worth $569K.

By sector, the portfolio is most concentrated in Technology at 5.2% of assets, up from 4.2% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was IBM, an estimated $611K trimmed.

  • Gitterman Wealth Management's largest Q2 2025 buy was Autodesk: 1,840 shares worth $569K.
  • Gitterman Wealth Management added most to GMO US Quality ETF in Q2 2025, an estimated $1.45M increase.
  • Gitterman Wealth Management's biggest Q2 2025 reduction was IBM, cutting an estimated $611K.
  • Gitterman Wealth Management fully exited HCA Healthcare in Q2 2025, selling an estimated $431K.
  • Gitterman Wealth Management's ten largest holdings make up 80% of its $429M portfolio in Q2 2025.
  • Gitterman Wealth Management opened 220 new positions and closed 12 in Q2 2025.
  • Gitterman Wealth Management's portfolio value rose 14% quarter-over-quarter to $429M.

Based on Gitterman Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.