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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
LGIH icon
901
LGI Homes
LGIH
$1.38B
$159 ﹤0.01%
+4
GBX icon
902
The Greenbrier Companies
GBX
$1.46B
$158 ﹤0.01%
3
+2
TMP icon
903
Tompkins Financial
TMP
$1.32B
$158 ﹤0.01%
2
+1
SCHL icon
904
Scholastic
SCHL
$840M
$157 ﹤0.01%
4
+2
ABR icon
905
Arbor Realty Trust
ABR
$971M
$155 ﹤0.01%
20
-7
HCI icon
906
HCI Group
HCI
$2.33B
$155 ﹤0.01%
1
ANIP icon
907
ANI Pharmaceuticals
ANIP
$1.87B
$154 ﹤0.01%
2
PRGS icon
908
Progress Software
PRGS
$1.55B
$154 ﹤0.01%
6
+3
PLUS icon
909
ePlus
PLUS
$2.34B
$151 ﹤0.01%
2
EGBN icon
910
Eagle Bancorp
EGBN
$819M
$150 ﹤0.01%
6
+3
CRK icon
911
Comstock Resources
CRK
$3.79B
$148 ﹤0.01%
7
+1
HAYW icon
912
Hayward Holdings
HAYW
$3.45B
$148 ﹤0.01%
11
-10
AMN icon
913
AMN Healthcare
AMN
$1.26B
$147 ﹤0.01%
8
+4
HUBG icon
914
HUB Group
HUBG
$2.83B
$145 ﹤0.01%
4
ARLO icon
915
Arlo Technologies
ARLO
$1.41B
$143 ﹤0.01%
10
-2
CERT icon
916
Certara
CERT
$1.05B
$143 ﹤0.01%
25
+18
DFIN icon
917
Donnelley Financial Solutions
DFIN
$1.12B
$142 ﹤0.01%
3
+2
NWBI icon
918
Northwest Bancshares
NWBI
$2.2B
$140 ﹤0.01%
11
CUBI icon
919
Customers Bancorp
CUBI
$2.59B
$139 ﹤0.01%
2
DCH
920
Dauch Corp
DCH
$1.22B
$137 ﹤0.01%
23
+12
PGNY icon
921
Progyny
PGNY
$2.4B
$136 ﹤0.01%
8
+3
WRLD icon
922
World Acceptance Corp
WRLD
$927M
$136 ﹤0.01%
+1
DNOW icon
923
DNOW Inc
DNOW
$2.38B
$132 ﹤0.01%
11
-2
ENR icon
924
Energizer
ENR
$1.4B
$132 ﹤0.01%
8
+4
AGNT
925
AGNT Inc
AGNT
$743M
$132 ﹤0.01%
+22
35 36
37
38 39