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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
VGIT icon
1
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$81.4M 21.62%
1,370,356
-422,857
-24% -$24.7M
QLTY icon
2
GMO US Quality ETF
QLTY
$4.71B
$49.4M 13.11%
+1,579,109
New +$51.5M
VOO icon
3
Vanguard S&P 500 ETF
VOO
$968B
$49M 13.03%
+95,426
New +$51.6M
BIL icon
4
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$37M 9.82%
403,025
+131,060
+48% +$12M
GRID
5
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.4B
$27.6M 7.33%
244,088
+15,628
+7% +$1.87M
PHO icon
6
Invesco Water Resources ETF
PHO
$1.97B
$23.4M 6.23%
+363,423
New +$24.2M
GLD icon
7
SPDR Gold Trust
GLD
$131B
$22.8M 6.07%
+79,279
New +$21M
HEFA icon
8
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.44B
$15.7M 4.17%
+432,513
New +$15.8M
AAPL icon
9
Apple
AAPL
$4.89T
$7.18M 1.91%
32,323
-2,182
-6% -$506K
VTI icon
10
Vanguard Total Stock Market ETF
VTI
$654B
$4.4M 1.17%
15,999
+4,859
+44% +$1.41M
MSFT icon
11
Microsoft
MSFT
$2.84T
$4.22M 1.12%
11,246
+27
+0.2% +$11K
IVV icon
12
iShares Core S&P 500 ETF
IVV
$876B
$4.13M 1.1%
7,348
+2
+0% +$1.18K
JNJ icon
13
Johnson & Johnson
JNJ
$634B
$2.32M 0.62%
14,014
-2,582
-16% -$404K
NEE icon
14
NextEra Energy
NEE
$187B
$1.56M 0.41%
21,974
+57
+0.3% +$4.02K
UNH icon
15
UnitedHealth
UNH
$382B
$1.35M 0.36%
2,585
+5
+0.2% +$2.56K
NVO
16
Novo Nordisk
NVO
$216B
$1.33M 0.35%
19,098
+10
+0.1% +$826
GOOGL icon
17
Alphabet (Google) Class A
GOOGL
$3.91T
$1.31M 0.35%
8,491
+55
+0.7% +$9.97K
IBM icon
18
IBM
IBM
$202B
$1.11M 0.29%
4,441
-4,313
-49% -$1.05M
NOC icon
19
Northrop Grumman
NOC
$77B
$952K 0.25%
1,860
– –
XOM icon
20
ExxonMobil
XOM
$651B
$888K 0.24%
7,470
– –
TBIL
21
F/m US Treasury 3 Month Bill Fund
TBIL
$7.19B
$864K 0.23%
17,284
-7,356
-30% -$367K
BRK.A icon
22
Berkshire Hathaway Class A
BRK.A
$1.07T
$798K 0.21%
1
– –
NUBD icon
23
Nuveen ESG US Aggregate Bond ETF
NUBD
$458M
$770K 0.2%
34,704
+4,241
+14% +$93K
IWF icon
24
iShares Russell 1000 Growth ETF
IWF
$122B
$762K 0.2%
8,444
+1,516
+22% +$150K
BRK.B icon
25
Berkshire Hathaway Class B
BRK.B
$1.07T
$756K 0.2%
1,420
-166
-10% -$80.7K
1
2 3 4 5

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BWA
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ODG
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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.