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
ASTE icon
701
Astec Industries
ASTE
$1.17B
$377 ﹤0.01%
7
+4
PARR icon
702
Par Pacific Holdings
PARR
$2.83B
$376 ﹤0.01%
6
+2
PENN icon
703
PENN Entertainment
PENN
$2.28B
$376 ﹤0.01%
25
+16
USPH icon
704
US Physical Therapy
USPH
$945M
$375 ﹤0.01%
5
+3
SHOO icon
705
Steven Madden
SHOO
$3.12B
$374 ﹤0.01%
11
SKY icon
706
Champion Homes
SKY
$3.97B
$372 ﹤0.01%
5
NWL icon
707
Newell Brands
NWL
$1.53B
$368 ﹤0.01%
107
+77
AMTM
708
Amentum Holdings
AMTM
$5.6B
$366 ﹤0.01%
14
+2
MSEX icon
709
Middlesex Water
MSEX
$970M
$365 ﹤0.01%
7
+5
GFF icon
710
Griffon
GFF
$3.96B
$364 ﹤0.01%
5
+2
IPAR icon
711
Interparfums
IPAR
$2.97B
$364 ﹤0.01%
4
+3
SAFT icon
712
Safety Insurance
SAFT
$1.06B
$364 ﹤0.01%
5
+4
CWT icon
713
California Water Service
CWT
$2.6B
$363 ﹤0.01%
+8
KALU icon
714
Kaiser Aluminum
KALU
$3.03B
$362 ﹤0.01%
3
+2
SHO icon
715
Sunstone Hotel Investors
SHO
$2.02B
$361 ﹤0.01%
40
+17
NX icon
716
Quanex
NX
$842M
$360 ﹤0.01%
20
+13
UE icon
717
Urban Edge Properties
UE
$2.85B
$360 ﹤0.01%
18
+8
ACMR icon
718
ACM Research
ACMR
$5.98B
$355 ﹤0.01%
9
+6
MTX icon
719
Minerals Technologies
MTX
$2.42B
$355 ﹤0.01%
5
+2
SHLD icon
720
Global X Defense Tech ETF
SHLD
$7.82B
$355 ﹤0.01%
+5
PEB icon
721
Pebblebrook Hotel Trust
PEB
$1.71B
$354 ﹤0.01%
28
+23
BKE icon
722
Buckle
BKE
$2.52B
$353 ﹤0.01%
7
+5
OTTR icon
723
Otter Tail
OTTR
$3.71B
$352 ﹤0.01%
4
+1
ACHC icon
724
Acadia Healthcare
ACHC
$2.16B
$351 ﹤0.01%
15
+6
HLIT icon
725
Harmonic Inc
HLIT
$1.83B
$351 ﹤0.01%
39
+27