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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
+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
RGA icon
176
Reinsurance Group of America
RGA
$15.5B
$171K 0.04%
+862
New +$168K
COR icon
177
Cencora
COR
$60B
$170K 0.04%
+566
New +$163K
GIB icon
178
CGI
GIB
$15.1B
$169K 0.04%
+1,607
New +$169K
HPQ icon
179
HP
HPQ
$24.8B
$168K 0.04%
+6,883
New +$175K
CBU icon
180
Community Bank
CBU
$3.5B
$168K 0.04%
+2,957
New +$164K
FFIV icon
181
F5
FFIV
$23.1B
$167K 0.04%
+568
New +$157K
HTO
182
H2O America
HTO
$2.56B
$167K 0.04%
+3,206
New +$170K
EA icon
183
Electronic Arts
EA
$53B
$167K 0.04%
+1,043
New +$154K
GTLS
184
DELISTED
Chart Industries
GTLS
$164K 0.04%
+995
New +$146K
PAYX icon
185
Paychex
PAYX
$41.9B
$163K 0.04%
+1,125
New +$169K
LFUS icon
186
Littelfuse
LFUS
$11.3B
$163K 0.04%
+718
New +$142K
BIO icon
187
Bio-Rad Laboratories Class A
BIO
$8.96B
$160K 0.04%
+664
New +$157K
ATR icon
188
AptarGroup
ATR
$8.7B
$157K 0.04%
+1,004
New +$152K
JNPR
189
DELISTED
Juniper Networks
JNPR
$155K 0.04%
+3,883
New +$139K
PTC icon
190
PTC
PTC
$15.2B
$155K 0.04%
+898
New +$145K
TGLS icon
191
Tecnoglass Holdings Inc.
TGLS
$2.07B
$154K 0.04%
+1,992
New +$155K
ANSS
192
DELISTED
Ansys
ANSS
$154K 0.04%
+438
New +$143K
WSO icon
193
Watsco Inc
WSO
$13.1B
$154K 0.04%
+348
New +$161K
WIT icon
194
Wipro
WIT
$20.3B
$153K 0.04%
50,781
-1,057
-2% -$3.07K
ABBV icon
195
AbbVie
ABBV
$433B
$152K 0.04%
+818
New +$152K
NTR icon
196
Nutrien
NTR
$31.7B
$151K 0.04%
+2,598
New +$147K
MLM icon
197
Martin Marietta Materials
MLM
$32.6B
$151K 0.04%
+274
New +$145K
MCK icon
198
McKesson
MCK
$96.8B
$149K 0.03%
203
-433
-68% -$306K
ONT
199
Onterris Inc
ONT
$795M
$145K 0.03%
+6,623
New +$119K
BA icon
200
Boeing
BA
$185B
$145K 0.03%
+691
New +$131K
6 7
8
9 10

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SCA
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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
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VBFG
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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.