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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

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
SHOP icon
451
Shopify
SHOP
$159B
$1.19K ﹤0.01%
10
MGY icon
452
Magnolia Oil & Gas
MGY
$4.77B
$1.17K ﹤0.01%
37
+18
ZWS icon
453
Zurn Elkay Water Solutions
ZWS
$7.9B
$1.17K ﹤0.01%
26
+15
FORM icon
454
FormFactor
FORM
$9.16B
$1.16K ﹤0.01%
12
+5
SM icon
455
SM Energy
SM
$6.67B
$1.15K ﹤0.01%
37
+27
VIAV icon
456
Viavi Solutions
VIAV
$10.6B
$1.13K ﹤0.01%
34
+16
CARR icon
457
Carrier Global
CARR
$57.6B
$1.13K ﹤0.01%
20
ESE icon
458
ESCO Technologies
ESE
$8.53B
$1.13K ﹤0.01%
4
+2
VSEC icon
459
VSE Corp
VSEC
$5.93B
$1.11K ﹤0.01%
+6
CBRE icon
460
CBRE Group
CBRE
$40.9B
$1.08K ﹤0.01%
+8
POWL icon
461
Powell Industries
POWL
$8.46B
$1.08K ﹤0.01%
6
+3
SMTC icon
462
Semtech
SMTC
$12.7B
$1.08K ﹤0.01%
14
+7
KFY icon
463
Korn Ferry
KFY
$3.72B
$1.07K ﹤0.01%
17
+14
BLCR icon
464
BlackRock Large Cap Core ETF
BLCR
$6.44B
$1.07K ﹤0.01%
+26
MOH icon
465
Molina Healthcare
MOH
$12.2B
$1.07K ﹤0.01%
+8
LW icon
466
Lamb Weston
LW
$6.41B
$1.06K ﹤0.01%
+25
LDUR icon
467
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.36B
$1.05K ﹤0.01%
+11
CE icon
468
Celanese
CE
$5.15B
$1.05K ﹤0.01%
16
+8
SNEX icon
469
StoneX
SNEX
$9.33B
$1.05K ﹤0.01%
13
+7
KRYS icon
470
Krystal Biotech
KRYS
$10.8B
$1.03K ﹤0.01%
4
+2
EPRT icon
471
Essential Properties Realty Trust
EPRT
$6.74B
$1.03K ﹤0.01%
34
+28
GRBK icon
472
Green Brick Partners
GRBK
$3.18B
$1.03K ﹤0.01%
16
+14
HYS icon
473
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.72B
$1.03K ﹤0.01%
+11
ARTY
474
iShares Future AI & Tech ETF
ARTY
$3.77B
$1.02K ﹤0.01%
22
BTSG icon
475
BrightSpring Health Services
BTSG
$14B
$1.02K ﹤0.01%
24
+15