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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

Top Sells

1
+$308K
2
+$261K
3
+$166K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$159K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$124K

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
SPYM
376
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$3.83K ﹤0.01%
50
CTRA
377
DELISTED
Coterra Energy
CTRA
$3.51K ﹤0.01%
100
CNQ icon
378
Canadian Natural Resources
CNQ
$87.2B
$3.46K ﹤0.01%
71
-19
INTU icon
379
Intuit
INTU
$75.2B
$3.46K ﹤0.01%
8
+2
AKAM icon
380
Akamai
AKAM
$18.3B
$3.45K ﹤0.01%
+30
CPER icon
381
United States Copper Index Fund
CPER
$735M
$3.44K ﹤0.01%
+100
DYNF icon
382
BlackRock US Equity Factor Rotation ETF
DYNF
$38.2B
$3.43K ﹤0.01%
59
-21
IBM icon
383
IBM
IBM
$270B
$3.39K ﹤0.01%
14
ARKK icon
384
ARK Innovation ETF
ARKK
$6.5B
$3.38K ﹤0.01%
50
GSK icon
385
GSK
GSK
$106B
$3.26K ﹤0.01%
59
UNH icon
386
UnitedHealth
UNH
$386B
$3.25K ﹤0.01%
12
+5
MSCI icon
387
MSCI
MSCI
$44B
$3.23K ﹤0.01%
6
FTGC icon
388
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.81B
$3.19K ﹤0.01%
+111
INDY icon
389
iShares S&P India Nifty 50 Index Fund
INDY
$558M
$3.17K ﹤0.01%
75
TEVA icon
390
Teva Pharmaceuticals
TEVA
$38.4B
$3.16K ﹤0.01%
+105
CVE icon
391
Cenovus Energy
CVE
$49.2B
$3.02K ﹤0.01%
114
-29
NTR icon
392
Nutrien
NTR
$31.4B
$3.02K ﹤0.01%
40
BEP icon
393
Brookfield Renewable
BEP
$9.8B
$2.97K ﹤0.01%
91
AFL icon
394
Aflac
AFL
$62.1B
$2.96K ﹤0.01%
27
IAI icon
395
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.42B
$2.96K ﹤0.01%
18
PHM icon
396
Pultegroup
PHM
$23.8B
$2.94K ﹤0.01%
25
FPS
397
Forgent Power Solutions
FPS
$11.9B
$2.93K ﹤0.01%
+100
IBTL icon
398
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$600M
$2.9K ﹤0.01%
142
BLK icon
399
Blackrock
BLK
$161B
$2.89K ﹤0.01%
3
SIG icon
400
Signet Jewelers
SIG
$3.28B
$2.88K ﹤0.01%
34
+4
14 15
16
17 18