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GITTERMAN WEALTH MANAGEMENT, LLC

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EDISON NJ Investment Advisor
13F Summary
Gitterman Wealth Management is based out of Edison. Gitterman Wealth Management is a large advisory firm with 567 clients and discretionary assets under management (AUM) of $555,681,551 (Form ADV from 2023-12-13). Their last reported 13F filing for Q4 2023 included $224,491,020 in managed 13F securities and a top 10 holdings concentration of 87.2%. Gitterman Wealth Management's largest holding is VANGUARD SHORT-TERM TREASURY INDEX FUND-ETF Shares with shares held of 1,651,842. Whalewisdom has at least 12 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
LLY Lilly (Eli) & Co. 0.23%
ADSK Autodesk, Inc. 0.19%
GOOGL Alphabet Inc. Class 0.17%
DHR Danaher Corp. 0.17%
ANSS ANSYS, Inc. 0.16%

2023-12-31

13F Holdings Summary

Name $ Change
VGSH VANGUARD SHORT-TERM 42.92%
VGIT VANGUARD INTERMEDIAT 33.24%
AAPL Apple Inc 2.98%
MSFT Microsoft Corp. 2.19%
IVV iShares Core S&P 500 1.53%

2023-12-31

13F Activity

Market Value $224m, Prior: $211m
New Purchases 30 stocks
Added To 22 stocks
Sold out of 24 stocks
Reduced holdings in 20 stocks
Top 10 Holdings % 87.2%
Turnover %[1] 60.67%
Turnover Alt %[2] 3.3%
Time Held Top 20 7.95 quarters
Time Held Top 10 8 quarters
Time Held All 4.7 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance