Wealth management team momentum factors tracked by the wealth

Momentum factors tracked by the wealth management team highlight small-cap energy storage firms as potential breakout candidates, with analysts setting consensus price targets 20–25% above current levels in anticipation of Q4 contracts. According to the 2025 Land Report, Gates ranks 43rd among America's largest private landowners with 275,000 acres . Roughly 248,000 of those acres are active farmland, while other holdings include projects like TerraPower's nuclear facility in Wyoming. It's not the typical billionaire portfolio of yachts or sports teams, but acres of crops stretching across multiple states. “This acquisition is a milestone for Allworth as we cement a presence in the Boston market and continue scaling our sophisticated platform to meet the needs of high net worth (HNW) and ultra-high net worth clients,” John Bunch (pictured below), CEO of Allworth, said. Data trends analyzed by the wealth management team show strong investor rotation into healthcare biotech indexes, driven by FDA approvals and earnings beats. Price momentum indicators suggest a possible 7–10% surge by the next earnings cycle.