GWM

Gibbs Wealth Management Portfolio holdings

AUM $442M
1-Year Est. Return 16.98%
This Quarter Est. Return
1 Year Est. Return
+16.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
-$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1 +$9.79M
2 +$3.15M
3 +$1.07M
4
BSX icon
Boston Scientific
BSX
+$1.05M
5
NET icon
Cloudflare
NET
+$1.01M

Top Sells

1 +$7.8M
2 +$6.47M
3 +$4.66M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.64M
5
ORCL icon
Oracle
ORCL
+$3.35M

Sector Composition

1 Technology 18.97%
2 Financials 8.9%
3 Healthcare 7.67%
4 Industrials 7.47%
5 Consumer Discretionary 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TDC icon
301
Teradata
TDC
$2.88B
$240K 0.05%
11,140
-2,518
STE icon
302
Steris
STE
$25.8B
$239K 0.05%
966
-298
BJ icon
303
BJs Wholesale Club
BJ
$11.8B
$238K 0.05%
2,547
-922
APP icon
304
Applovin
APP
$226B
$233K 0.05%
+324
ACIO icon
305
Aptus Collared Investment Opportunity ETF
ACIO
$2.24B
$233K 0.05%
5,360
+3
HALO icon
306
Halozyme
HALO
$8.02B
$228K 0.05%
3,108
-1,156
WWD icon
307
Woodward
WWD
$17.8B
$225K 0.05%
892
FAST icon
308
Fastenal
FAST
$46.1B
$223K 0.05%
4,551
-1,212
EXPD icon
309
Expeditors International
EXPD
$19.7B
$222K 0.05%
1,807
-312
RKLB icon
310
Rocket Lab Corp
RKLB
$22.5B
$221K 0.05%
+4,609
GIS icon
311
General Mills
GIS
$24.6B
$220K 0.05%
4,363
-62
POWI icon
312
Power Integrations
POWI
$1.9B
$220K 0.05%
5,470
-913
AWK icon
313
American Water Works
AWK
$25.7B
$219K 0.05%
1,570
-445
PODD icon
314
Insulet
PODD
$21.9B
$217K 0.05%
703
-229
IBN icon
315
ICICI Bank
IBN
$109B
$214K 0.05%
7,092
-2,088
TTE icon
316
TotalEnergies
TTE
$142B
$213K 0.05%
3,574
-191
CELH icon
317
Celsius Holdings
CELH
$10.8B
$211K 0.05%
3,678
-999
TFLO icon
318
iShares Treasury Floating Rate Bond ETF
TFLO
$6.51B
$210K 0.05%
4,158
-193
DUBS icon
319
Aptus Large Cap Enhanced Yield ETF
DUBS
$274M
$210K 0.05%
+5,755
MINT icon
320
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
$210K 0.05%
2,087
-102
MO icon
321
Altria Group
MO
$98.4B
$206K 0.05%
3,121
-393
ARES icon
322
Ares Management
ARES
$35.5B
$206K 0.05%
1,287
-333
GEV icon
323
GE Vernova
GEV
$163B
$205K 0.05%
334
-46
INDI icon
324
indie Semiconductor
INDI
$756M
$182K 0.04%
44,712
NWG icon
325
NatWest
NWG
$67.6B
$167K 0.04%
11,770
-3,203