We are live on ! Find out more
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
AEIS icon
301
Advanced Energy
AEIS
$11.4B
$496K 0.07%
+1,536
New +$445K
CEG icon
302
Constellation Energy
CEG
$89.9B
$491K 0.06%
1,759
+520
+42% +$158K
SPOT icon
303
Spotify
SPOT
$97.9B
$491K 0.06%
+1,012
New +$508K
BUYW icon
304
Main BuyWrite ETF
BUYW
$1.26B
$491K 0.06%
34,844
+6,957
+25% +$99.1K
BKR icon
305
Baker Hughes
BKR
$56.1B
$490K 0.06%
+8,033
New +$464K
MAR icon
306
Marriott International
MAR
$97.9B
$490K 0.06%
+1,497
New +$492K
JNK icon
307
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.37B
$486K 0.06%
5,080
-2,924
-37% -$283K
EEM icon
308
iShares MSCI Emerging Markets ETF
EEM
$28.4B
$486K 0.06%
8,551
+3,174
+59% +$187K
SE icon
309
Sea Limited
SE
$65.1B
$481K 0.06%
5,811
-1,471
-20% -$158K
VLUE icon
310
iShares MSCI USA Value Factor ETF
VLUE
$9.63B
$481K 0.06%
3,380
+1,258
+59% +$184K
WTW icon
311
Willis Towers Watson
WTW
$27.8B
$479K 0.06%
1,647
+815
+98% +$250K
INTC icon
312
Intel
INTC
$487B
$477K 0.06%
+10,819
New +$496K
SUB icon
313
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$477K 0.06%
4,481
+899
+25% +$96.2K
DFAC icon
314
Dimensional US Core Equity 2 ETF
DFAC
$47.8B
$474K 0.06%
12,204
-29
-0.2% -$1.17K
VXUS icon
315
Vanguard Total International Stock ETF
VXUS
$154B
$474K 0.06%
6,148
+1,063
+21% +$84.4K
IVW icon
316
iShares S&P 500 Growth ETF
IVW
$74.2B
$473K 0.06%
4,185
+1,494
+56% +$180K
LMT icon
317
Lockheed Martin
LMT
$118B
$473K 0.06%
783
+211
+37% +$130K
HSBC icon
318
HSBC
HSBC
$345B
$472K 0.06%
+5,720
New +$484K
XHLF icon
319
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.94B
$471K 0.06%
9,358
+478
+5% +$24K
RELX icon
320
RELX
RELX
$59.5B
$468K 0.06%
+14,116
New +$496K
ILMN icon
321
Illumina
ILMN
$28.8B
$466K 0.06%
3,780
+2,244
+146% +$295K
DOW icon
322
Dow Inc
DOW
$21.1B
$462K 0.06%
+11,104
New +$352K
RSMV
323
Relative Strength Managed Volatility Strategy ETF
RSMV
$22.9M
$462K 0.06%
+17,452
New +$476K
PODD icon
324
Insulet
PODD
$11.4B
$461K 0.06%
2,196
+1,476
+205% +$371K
AMP icon
325
Ameriprise Financial
AMP
$47.9B
$459K 0.06%
+1,032
New +$497K
11 12
13
14 15

Similar funds

FTF
Freedom Together Foundation New York $762M AUM 15.13% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return
PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $763M AUM 13.49% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
FCA
Fortis Capital Advisors Prairie Village, Kansas $763M AUM 30.51% 1-Year Est. Return
CCIP
Camrose Capital Investment Partners London, United Kingdom $764M AUM 0.9% 1-Year Est. Return