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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
BC icon
151
Brunswick
BC
$5.24B
– –
-1,719
Closed -$95K
BIO icon
152
Bio-Rad Laboratories Class A
BIO
$8.07B
– –
-664
Closed -$160K
BKNG icon
153
Booking.com
BKNG
$139B
– –
-1,550
Closed -$359K
BMI icon
154
Badger Meter
BMI
$4.26B
– –
-423
Closed -$104K
BMY icon
155
Bristol-Myers Squibb
BMY
$124B
– –
-5,212
Closed -$241K
BRO icon
156
Brown & Brown
BRO
$22.6B
– –
-1,798
Closed -$199K
BSX icon
157
Boston Scientific
BSX
$64.2B
– –
-2,126
Closed -$228K
BSY icon
158
Bentley Systems
BSY
$9.5B
– –
-2,131
Closed -$115K
C icon
159
Citigroup
C
$223B
– –
-850
Closed -$72.4K
CAH icon
160
Cardinal Health
CAH
$53.2B
– –
-1,625
Closed -$273K
CARR icon
161
Carrier Global
CARR
$55.4B
– –
-4,703
Closed -$344K
CAT icon
162
Caterpillar
CAT
$410B
– –
-354
Closed -$137K
CB icon
163
Chubb
CB
$138B
– –
-1,241
Closed -$360K
CBU icon
164
Community Bank
CBU
$3.56B
– –
-2,957
Closed -$168K
CDNS icon
165
Cadence Design Systems
CDNS
$95.1B
– –
-603
Closed -$186K
CGNX icon
166
Cognex
CGNX
$10.5B
– –
-2,716
Closed -$86.2K
CHTR icon
167
Charter Communications
CHTR
$15.7B
– –
-615
Closed -$251K
CHX
168
DELISTED
ChampionX
CHX
– –
-4,414
Closed -$110K
CION icon
169
CION Investment
CION
$307M
– –
-7,300
Closed -$69.9K
CLH icon
170
Clean Harbors
CLH
$16.1B
– –
-507
Closed -$117K
CLX icon
171
Clorox
CLX
$11.6B
– –
-12
Closed -$1.69K
CMCSA icon
172
Comcast
CMCSA
$85.1B
– –
-1,129
Closed -$40.3K
COR icon
173
Cencora
COR
$59B
– –
-566
Closed -$170K
CPRT icon
174
Copart
CPRT
$25.2B
– –
-2,153
Closed -$106K
CRM icon
175
Salesforce
CRM
$139B
– –
-79
Closed -$21.5K
5 6
7
8 9

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.