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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 Miscellaneous 83.83%
2 Technology 4.91%
3 Industrials 2.99%
4 Utilities 2.06%
5 Financials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FITB
201
Fifth Third Bancorp
FITB
$49.8B
– –
-8
Closed -$329
FSLR icon
202
First Solar
FSLR
$22B
– –
-502
Closed -$83.1K
GEHC icon
203
GE HealthCare
GEHC
$31.1B
– –
-125
Closed -$9.26K
GGG icon
204
Graco
GGG
$12.6B
– –
-2,353
Closed -$202K
GIB icon
205
CGI
GIB
$15.3B
– –
-1,607
Closed -$169K
GILD icon
206
Gilead Sciences
GILD
$187B
– –
-1,551
Closed -$172K
GIS icon
207
General Mills
GIS
$20.5B
– –
-1,428
Closed -$74K
GL icon
208
Globe Life
GL
$13.4B
– –
-1,549
Closed -$193K
GLDD
209
DELISTED
Great Lakes Dredge & Dock
GLDD
– –
-6,771
Closed -$82.5K
GM icon
210
General Motors
GM
$77B
– –
-29
Closed -$1.43K
GPC icon
211
Genuine Parts
GPC
$19B
– –
-12
Closed -$1.46K
GRMN
212
Garmin
GRMN
$53.4B
– –
-32
Closed -$6.68K
GSK icon
213
GSK
GSK
$100B
– –
-3,256
Closed -$125K
GTLS
214
DELISTED
Chart Industries
GTLS
– –
-995
Closed -$164K
GWRE icon
215
Guidewire Software
GWRE
$13.5B
– –
-929
Closed -$219K
HASI icon
216
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.93B
– –
-2,493
Closed -$67K
HLN icon
217
Haleon
HLN
$42.2B
– –
-3,796
Closed -$39.4K
HPQ icon
218
HP
HPQ
$29.4B
– –
-6,883
Closed -$168K
HUBB icon
219
Hubbell
HUBB
$24.3B
– –
-714
Closed -$292K
ICUI icon
220
ICU Medical
ICUI
$4.19B
– –
-940
Closed -$124K
IDXX icon
221
Idexx Laboratories
IDXX
$42.2B
– –
-652
Closed -$350K
IEMG icon
222
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
– –
-2,862
Closed -$172K
IJR icon
223
iShares Core S&P Small-Cap ETF
IJR
$110B
– –
-720
Closed -$78.7K
INFY icon
224
Infosys
INFY
$47.4B
– –
-9,467
Closed -$175K
INTU icon
225
Intuit
INTU
$91B
– –
-234
Closed -$184K
7 8
9
10 11

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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 Miscellaneous at 84% of assets, up from 81% a quarter earlier, followed by Technology and Industrials.

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.