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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
VGIT icon
1
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.5B
$82.9M 19.31%
1,385,699
+15,343
+1% +$908K
QLTY icon
2
GMO US Quality ETF
QLTY
$4.7B
$55.7M 12.97%
1,624,912
+45,803
+3% +$1.45M
VOO icon
3
Vanguard S&P 500 ETF
VOO
$967B
$55.6M 12.96%
97,886
+2,460
+3% +$1.29M
BIL icon
4
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$37.2M 8.67%
405,565
+2,540
+0.6% +$233K
GRID
5
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.5B
$34.4M 8.01%
247,187
+3,099
+1% +$385K
PHO icon
6
Invesco Water Resources ETF
PHO
$1.94B
$25.9M 6.03%
369,969
+6,546
+2% +$434K
GLD icon
7
SPDR Gold Trust
GLD
$130B
$24.2M 5.64%
79,470
+191
+0.2% +$57.8K
HEFA icon
8
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.41B
$16.7M 3.9%
441,172
+8,659
+2% +$317K
AAPL icon
9
Apple
AAPL
$4.72T
$6.81M 1.59%
33,206
+883
+3% +$178K
MSFT icon
10
Microsoft
MSFT
$2.83T
$5.59M 1.3%
11,241
-5
-0% -$2.17K
VTI icon
11
Vanguard Total Stock Market ETF
VTI
$654B
$5.14M 1.2%
16,927
+928
+6% +$261K
IVV icon
12
iShares Core S&P 500 ETF
IVV
$875B
$4.6M 1.07%
7,414
+66
+0.9% +$37.9K
JNJ icon
13
Johnson & Johnson
JNJ
$624B
$2.14M 0.5%
14,005
-9
-0.1% -$1.38K
NEE icon
14
NextEra Energy
NEE
$187B
$1.88M 0.44%
27,126
+5,152
+23% +$358K
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$3.88T
$1.42M 0.33%
8,085
-406
-5% -$66.5K
NVO
16
Novo Nordisk
NVO
$213B
$1.18M 0.28%
17,113
-1,985
-10% -$135K
NOC icon
17
Northrop Grumman
NOC
$75.8B
$930K 0.22%
1,860
– –
IWF icon
18
iShares Russell 1000 Growth ETF
IWF
$123B
$896K 0.21%
8,444
– –
BRK.B icon
19
Berkshire Hathaway Class B
BRK.B
$1.06T
$883K 0.21%
1,818
+398
+28% +$202K
GOOG icon
20
Alphabet (Google) Class C
GOOG
$3.88T
$824K 0.19%
4,644
– –
TBIL
21
F/m US Treasury 3 Month Bill Fund
TBIL
$7.19B
$819K 0.19%
16,376
-908
-5% -$45.3K
UNH icon
22
UnitedHealth
UNH
$385B
$807K 0.19%
2,586
+1
+0% +$382
XOM icon
23
ExxonMobil
XOM
$650B
$806K 0.19%
7,479
+9
+0.1% +$962
XYL icon
24
Xylem
XYL
$27.8B
$768K 0.18%
5,933
+105
+2% +$12.7K
NUBD icon
25
Nuveen ESG US Aggregate Bond ETF
NUBD
$458M
$762K 0.18%
34,221
-483
-1% -$10.6K
1
2 3 4 5

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BWA
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ODG
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SA
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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 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.