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GWM

Gibbs Wealth Management Portfolio holdings

AUM $762M
1-Year Est. Return 18.55%
This Fund
S&P 500
This Quarter Est. Return
-0.96%
1 Year Est. Return
+18.55%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$762M
AUM Growth
+$349M
Cap. Flow
+$386M
Cap. Flow %
50.63%
Top 10 Hldgs %
29%
Holding
456
New
132
Increased
261
Reduced
39
Closed
23

Top Buys

1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$23.5M
2
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$18.8M
3
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$14.3M
4
NVDA icon
NVIDIA
NVDA
+$13.6M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$10.1M

Top Sells

1
ADBE icon
Adobe
ADBE
+$1.06M
2
INTU icon
Intuit
INTU
+$807K
3
PAYC icon
Paycom
PAYC
+$612K
4
GWRE icon
Guidewire Software
GWRE
+$587K
5
P
Everpure Inc
P
+$554K

Sector Composition

1 Technology 15.59%
2 Healthcare 7.66%
3 Industrials 7.65%
4 Financials 7.38%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPST icon
226
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$681K 0.09%
13,465
+649
+5% +$32.9K
QUAL icon
227
iShares MSCI USA Quality Factor ETF
QUAL
$46.7B
$670K 0.09%
3,490
+782
+29% +$157K
VO icon
228
Vanguard Mid-Cap ETF
VO
$106B
$662K 0.09%
9,216
+3,724
+68% +$277K
WMS icon
229
Advanced Drainage Systems
WMS
$11.6B
$661K 0.09%
4,818
+561
+13% +$86.8K
VCEL icon
230
Vericel Corp
VCEL
$2.44B
$660K 0.09%
20,506
+8,286
+68% +$294K
SIVR icon
231
abrdn Physical Silver Shares ETF
SIVR
$3.87B
$656K 0.09%
+9,160
New +$731K
UPS icon
232
United Parcel Service
UPS
$99.6B
$656K 0.09%
6,667
+2,943
+79% +$316K
GSK icon
233
GSK
GSK
$106B
$655K 0.09%
+11,863
New +$643K
MDYV icon
234
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.77B
$646K 0.08%
7,589
+4,764
+169% +$420K
ABNB icon
235
Airbnb
ABNB
$87.7B
$643K 0.08%
5,090
-2,137
-30% -$278K
USB icon
236
US Bancorp
USB
$99.7B
$641K 0.08%
12,320
+5,254
+74% +$289K
TSCO icon
237
Tractor Supply
TSCO
$16.3B
$638K 0.08%
14,074
+8,701
+162% +$443K
YETI icon
238
Yeti Holdings
YETI
$3.87B
$636K 0.08%
17,382
+6,981
+67% +$307K
KRMN
239
Karman Holdings
KRMN
$6.29B
$634K 0.08%
7,926
+5,271
+199% +$508K
IWX icon
240
iShares Russell Top 200 Value ETF
IWX
$3.87B
$625K 0.08%
+6,745
New +$642K
POOL icon
241
Pool Corp
POOL
$7.58B
$624K 0.08%
3,084
+1,131
+58% +$267K
TT icon
242
Trane Technologies
TT
$105B
$622K 0.08%
+1,493
New +$634K
UNP icon
243
Union Pacific
UNP
$178B
$621K 0.08%
2,560
+914
+56% +$224K
HMC icon
244
Honda
HMC
$37.3B
$615K 0.08%
+25,314
New +$733K
PNR icon
245
Pentair
PNR
$10.6B
$613K 0.08%
7,037
+1,103
+19% +$108K
NEE icon
246
NextEra Energy
NEE
$186B
$610K 0.08%
+6,569
New +$584K
LYG icon
247
Lloyds Banking Group
LYG
$87.6B
$608K 0.08%
120,811
+92,371
+325% +$507K
RRC icon
248
Range Resources
RRC
$8.54B
$604K 0.08%
+13,379
New +$522K
TXN icon
249
Texas Instruments
TXN
$265B
$600K 0.08%
3,093
+1,339
+76% +$271K
KNSL icon
250
Kinsale Capital Group
KNSL
$7.74B
$599K 0.08%
+1,752
New +$664K
8 9
10
11 12

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TI
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PMWMG
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SC
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CFS
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FCA
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CCIP
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