GWM

Gilpin Wealth Management Portfolio holdings

AUM $126M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$90.4K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,087
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$649K
3 +$242K
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$210K
5
PLTR icon
Palantir
PLTR
+$204K

Sector Composition

1 Technology 13.48%
2 Financials 6.3%
3 Industrials 5.04%
4 Energy 4.37%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRM icon
251
Salesforce
CRM
$146B
$18.7K 0.01%
100
SPYD icon
252
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.44B
$18.3K 0.01%
402
FLOT icon
253
iShares Floating Rate Bond ETF
FLOT
$9.41B
$18.1K 0.01%
+355
O icon
254
Realty Income
O
$58.2B
$17.4K 0.01%
284
+96
BTU icon
255
Peabody Energy
BTU
$3.16B
$17K 0.01%
516
+5
ONEQ icon
256
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$17K 0.01%
200
RDN icon
257
Radian Group
RDN
$4.75B
$16.9K 0.01%
512
+1
XLK icon
258
State Street Technology Select Sector SPDR ETF
XLK
$121B
$16.7K 0.01%
126
VEEV icon
259
Veeva Systems
VEEV
$25.9B
$16.7K 0.01%
95
+45
BSCS icon
260
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.46B
$16.3K 0.01%
800
PGX icon
261
Invesco Preferred ETF
PGX
$3.85B
$16.3K 0.01%
1,500
JNK icon
262
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.69B
$16.3K 0.01%
170
MBB icon
263
iShares MBS ETF
MBB
$38.1B
$16K 0.01%
169
+2
ETSY icon
264
Etsy
ETSY
$6.1B
$15.8K 0.01%
316
+8
AVGO icon
265
Broadcom
AVGO
$2T
$15.8K 0.01%
51
IBHF icon
266
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$934M
$15.7K 0.01%
683
XRPZ
267
Franklin XRP ETF
XRPZ
$206M
$15.1K 0.01%
1,032
+88
XRP
268
Bitwise XRP ETF
XRP
$301M
$15K 0.01%
1,000
+82
AMC icon
269
AMC Entertainment Holdings
AMC
$1.2B
$14.7K 0.01%
+15,000
IAGG icon
270
iShares Core International Aggregate Bond Fund
IAGG
$13.4B
$14.5K 0.01%
289
+249
VTC icon
271
Vanguard Total Corporate Bond ETF
VTC
$1.67B
$14.4K 0.01%
187
PSI icon
272
Invesco Semiconductors ETF
PSI
$2.63B
$14.2K 0.01%
150
KOCT icon
273
Innovator US Small Cap Power Buffer ETF October
KOCT
$145M
$13.6K 0.01%
400
PAVE icon
274
Global X US Infrastructure Development ETF
PAVE
$13.5B
$13.3K 0.01%
262
TSM icon
275
TSMC
TSM
$2.14T
$13.2K 0.01%
39