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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
GTES icon
476
Gates Industrial
GTES
$6.69B
$1.02K ﹤0.01%
45
+25
RHP icon
477
Ryman Hospitality Properties
RHP
$7.93B
$1.01K ﹤0.01%
11
+6
LUMN icon
478
Lumen
LUMN
$6.93B
$1.01K ﹤0.01%
145
+70
NPO icon
479
Enpro
NPO
$6.99B
$1K ﹤0.01%
4
+2
LONZ icon
480
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$572M
$988 ﹤0.01%
+20
BLCO icon
481
Bausch + Lomb
BLCO
$5.79B
$970 ﹤0.01%
+61
MSGS icon
482
Madison Square Garden
MSGS
$9.19B
$965 ﹤0.01%
3
+1
ACA icon
483
Arcosa
ACA
$7.12B
$956 ﹤0.01%
9
+4
FULT icon
484
Fulton Financial
FULT
$4.62B
$956 ﹤0.01%
47
+35
JTEK icon
485
JPMorgan US Tech Leaders ETF
JTEK
$4.36B
$955 ﹤0.01%
12
PTCT icon
486
PTC Therapeutics
PTCT
$7.04B
$954 ﹤0.01%
14
+8
PTGX icon
487
Protagonist Therapeutics
PTGX
$8.45B
$949 ﹤0.01%
9
+4
DOCN icon
488
DigitalOcean
DOCN
$13.6B
$944 ﹤0.01%
11
+6
AMCR icon
489
Amcor
AMCR
$20B
$915 ﹤0.01%
+23
INDB icon
490
Independent Bank
INDB
$4.04B
$903 ﹤0.01%
12
+6
SYSB
491
iShares Systematic Bond ETF
SYSB
$1.15B
$890 ﹤0.01%
+10
XLC icon
492
State Street Communication Services Select Sector SPDR ETF
XLC
$23.6B
$887 ﹤0.01%
8
SEE
493
DELISTED
Sealed Air
SEE
$884 ﹤0.01%
21
+9
BOOT icon
494
Boot Barn
BOOT
$4.89B
$879 ﹤0.01%
6
+4
CZR icon
495
Caesars Entertainment
CZR
$6.08B
$873 ﹤0.01%
33
+18
VSAT icon
496
Viasat
VSAT
$10B
$871 ﹤0.01%
19
+9
PRIM icon
497
Primoris Services
PRIM
$4.7B
$859 ﹤0.01%
6
+2
EAT icon
498
Brinker International
EAT
$7.95B
$857 ﹤0.01%
6
+2
QRVO icon
499
Qorvo
QRVO
$7.57B
$852 ﹤0.01%
11
+4
BCPC
500
Balchem Corp
BCPC
$5.21B
$848 ﹤0.01%
5
+3