Gitterman Wealth Management, LLC logo

Gitterman Wealth Management, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Gitterman Wealth Management, LLC with $436.5M in long positions as of Q3 2025, 78% allocated to ETF, and 84% concentrated in top 10 positions.

Portfolio Value
$436.5M
Top 10 Concentration
84%
Top Sector
ETF (78%)
US Exposure
99%
Market Cap Focus
N/A
Countries
7

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 77.50%ETFTechnology: 4.80%Industrials: 2.90%Utilities: 1.60%Financial Services: 1.30%Communication Services: 1.10%Healthcare: 0.90%Consumer Cyclical: 0.70%Consumer Defensive: 0.50%Energy: 0.40%Real Estate: 0.30%Basic Materials: 0.20%
ETF
77.50%
Technology
4.80%
Industrials
2.90%
Utilities
1.60%
Financial Services
1.30%
Communication Services
1.10%
Healthcare
0.90%
Consumer Cyclical
0.70%
Consumer Defensive
0.50%
Energy
0.40%
Real Estate
0.30%
Basic Materials
0.20%

Industry Breakdown

48 industries across all sectors

ETF: 77.46%ETFConsumer Electronics: 2.11%Software - Infrastructure: 1.74%Internet Content & Information: 1.01%Regulated Water: 0.89%Drug Manufacturers - General: 0.67%42 more: 8.36%42 more
ETF
ETF
77.46%
Consumer Electronics
Technology
2.11%
Software - Infrastructure
Technology
1.74%
Internet Content & Information
Communication Services
1.01%
Regulated Water
Utilities
0.89%
Drug Manufacturers - General
Healthcare
0.67%
Semiconductors
Technology
0.66%
Regulated Electric
Utilities
0.62%
Engineering & Construction
Industrials
0.58%
Industrial - Machinery
Industrials
0.54%
Construction
Industrials
0.51%
Aerospace & Defense
Industrials
0.44%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 8.70%Mega Cap (> $200B)Large Cap ($10B - $200B): 4.36%Mid Cap ($2B - $10B): 0.98%Small Cap ($300M - $2B): 0.60%Micro Cap ($50M - $300M): 0.07%Nano Cap (< $50M): 0.05%N/A (ETF or Unknown): 85.23%N/A (ETF or Unknown)
Mega Cap (> $200B)
8.70%
Large Cap ($10B - $200B)
4.36%
Mid Cap ($2B - $10B)
0.98%
Small Cap ($300M - $2B)
0.60%
Micro Cap ($50M - $300M)
0.07%
Nano Cap (< $50M)
0.05%
N/A (ETF or Unknown)
85.23%

Portfolio Concentration

Top 10 Holdings %
83.84%
Top 20 Holdings %
89.27%
Top 50 Holdings %
94.55%
Top 100 Holdings %
98.55%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.17%
International
0.826%
Countries
7
Largest Int'l Market
Canada - 0.32%
United States of America
99.17% ($432.9M)
120 holdings
Canada
0.32% ($1.4M)
3 holdings
United Kingdom
0.20% ($870.8K)
1 holdings
Taiwan
0.12% ($509.9K)
1 holdings
Israel
0.08% ($330.5K)
1 holdings
Cayman Islands
0.07% ($293.6K)
1 holdings
Ireland
0.05% ($221.8K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
7.6 quarters
Avg. Top 20
10.4 quarters
Avg. All Positions
6.7 quarters
Median Holding Period
4.5 quarters
Persistence Rate
55.47%
Persistent Holdings Weight
52.49%
Persistent Positions
71
Longest Held
Procter & Gamble Company logo
Procter & Gamble CompanyPG - 18 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.06%
Avg. Position Weight
0.78%
Largest Position
Vanguard Intermediate-Term Treasury ETF logo
Vanguard Intermediate-Term Treasury ETFVGIT - 19.27%
Largest Ownership Stake
Global Water Resources, Inc. logo
Global Water Resources, Inc.GWRS - 0.11%
Avg. Ownership Stake
0.003%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q1 2021)

Avg. New Position
0.54%
Avg. Ownership Stake
0.003%
Largest Position
Vanguard Intermediate-Term Treasury ETF logo
Vanguard Intermediate-Term Treasury ETFVGIT - 60.95% (Q3 2022)
Largest Ownership Stake
Horizon Technology Finance Corporation logo
Horizon Technology Finance CorporationHRZN - 0.16% (Q1 2021)

Portfolio Turnover

Current Quarter

Turnover Ratio
6.4%
Value Traded
$28.02M
Positions Added
4
Positions Exited
216

Historical (Since Q1 2021)

Avg. Turnover Ratio
13.9%
Avg. Positions Added
26
Avg. Positions Exited
31
Highest Turnover
50.0%
Q1 2021
Lowest Turnover
4.2%
Q3 2023

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