GWM

Gibbs Wealth Management Portfolio holdings

AUM $759M
1-Year Est. Return 18.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$759M
AUM Growth
+$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1 +$23.5M
2 +$18.8M
3 +$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 +$1.06M
2 +$807K
3 +$612K
4
GWRE icon
Guidewire Software
GWRE
+$587K
5
P
Everpure Inc
P
+$554K

Sector Composition

1 Technology 15.65%
2 Healthcare 7.69%
3 Industrials 7.68%
4 Financials 7.41%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
QUAL icon
226
iShares MSCI USA Quality Factor ETF
QUAL
$52.2B
$670K 0.09%
3,490
+782
VO icon
227
Vanguard Mid-Cap ETF
VO
$102B
$662K 0.09%
9,216
+3,724
WMS icon
228
Advanced Drainage Systems
WMS
$10.4B
$661K 0.09%
4,818
+561
VCEL icon
229
Vericel Corp
VCEL
$1.68B
$660K 0.09%
20,506
+8,286
SIVR icon
230
abrdn Physical Silver Shares ETF
SIVR
$5.23B
$656K 0.09%
+9,160
UPS icon
231
United Parcel Service
UPS
$92.7B
$656K 0.09%
6,667
+2,943
GSK icon
232
GSK
GSK
$99.1B
$655K 0.09%
+11,863
MDYV icon
233
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.57B
$646K 0.09%
7,589
+4,764
ABNB icon
234
Airbnb
ABNB
$81.1B
$643K 0.08%
5,090
-2,137
USB icon
235
US Bancorp
USB
$83.4B
$641K 0.08%
12,320
+5,254
TSCO icon
236
Tractor Supply
TSCO
$16.6B
$638K 0.08%
14,074
+8,701
YETI icon
237
Yeti Holdings
YETI
$3.6B
$636K 0.08%
17,382
+6,981
KRMN
238
Karman Holdings
KRMN
$7.23B
$634K 0.08%
7,926
+5,271
IWX icon
239
iShares Russell Top 200 Value ETF
IWX
$3.48B
$625K 0.08%
+6,745
POOL icon
240
Pool Corp
POOL
$6.67B
$624K 0.08%
3,084
+1,131
TT icon
241
Trane Technologies
TT
$99.3B
$622K 0.08%
+1,493
UNP icon
242
Union Pacific
UNP
$155B
$621K 0.08%
2,560
+914
HMC icon
243
Honda
HMC
$34B
$615K 0.08%
+25,314
PNR icon
244
Pentair
PNR
$11.5B
$613K 0.08%
7,037
+1,103
NEE icon
245
NextEra Energy
NEE
$176B
$610K 0.08%
+6,569
LYG icon
246
Lloyds Banking Group
LYG
$78.7B
$608K 0.08%
120,811
+92,371
RRC icon
247
Range Resources
RRC
$9.36B
$604K 0.08%
+13,379
TXN icon
248
Texas Instruments
TXN
$266B
$600K 0.08%
3,093
+1,339
KNSL icon
249
Kinsale Capital Group
KNSL
$7.1B
$599K 0.08%
+1,752
XYZ
250
Block Inc
XYZ
$45.9B
$592K 0.08%
+9,835