GWM
Gibbs Wealth Management Portfolio holdings
AUM
$519M
This Quarter Return
+9.53%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$519M
AUM Growth
–
Cap. Flow
+$519M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.23%
Holding
367
New
367
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.91% |
| 2 | Financials | 9.56% |
| 3 | Healthcare | 8.65% |
| 4 | Industrials | 7.67% |
| 5 | Consumer Discretionary | 5.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
FT Vest Fund of Buffer ETFs
BUFR
$7.29B
| $239K | 0.05% |
+7,509
| New | +$239K |
|
327
MakeMyTrip
MMYT
$9.1B
| $239K | 0.05% |
+2,436
| New | +$239K |
|
328
CDW
CDW
$21.3B
| $238K | 0.05% |
+1,335
| New | +$238K |
|
329
Duolingo
DUOL
$13.3B
| $238K | 0.05% |
+580
| New | +$238K |
|
330
Range Resources
RRC
$8.25B
| $235K | 0.05% |
+5,775
| New | +$235K |
|
331
TotalEnergies
TTE
$137B
| $231K | 0.04% |
+3,765
| New | +$231K |
|
332
Medpace
MEDP
$13.3B
| $230K | 0.04% |
+734
| New | +$230K |
|
333
General Mills
GIS
$26.4B
| $229K | 0.04% |
+4,425
| New | +$229K |
|
334
iShares MSCI EAFE ETF
EFA
$65.3B
| $229K | 0.04% |
+2,560
| New | +$229K |
|
335
TSMC
TSM
$1.18T
| $228K | 0.04% |
+1,008
| New | +$228K |
|
336
Linde
LIN
$222B
| $222K | 0.04% |
+473
| New | +$222K |
|
337
Halozyme
HALO
$8.58B
| $222K | 0.04% |
+4,264
| New | +$222K |
|
338
Aptus Collared Investment Opportunity ETF
ACIO
$2.06B
| $222K | 0.04% |
+5,357
| New | +$222K |
|
339
Oneok
OKE
$47B
| $221K | 0.04% |
+2,710
| New | +$221K |
|
340
iShares Silver Trust
SLV
$20.1B
| $221K | 0.04% |
+6,729
| New | +$221K |
|
341
iShares Treasury Floating Rate Bond ETF
TFLO
$6.7B
| $220K | 0.04% |
+4,351
| New | +$220K |
|
342
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $220K | 0.04% |
+2,189
| New | +$220K |
|
343
Woodward
WWD
$14.8B
| $219K | 0.04% |
+892
| New | +$219K |
|
344
Celsius Holdings
CELH
$15.8B
| $217K | 0.04% |
+4,677
| New | +$217K |
|
345
NatWest
NWG
$55.7B
| $212K | 0.04% |
+14,973
| New | +$212K |
|
346
British American Tobacco
BTI
$121B
| $211K | 0.04% |
+4,453
| New | +$211K |
|
|
XYZ
347
Block, Inc.
XYZ
$46.5B
| $210K | 0.04% |
+3,092
| New | +$210K |
|
348
Kinsale Capital Group
KNSL
$10.6B
| $207K | 0.04% |
+428
| New | +$207K |
|
349
Trane Technologies
TT
$91.4B
| $207K | 0.04% |
+473
| New | +$207K |
|
350
Mid-America Apartment Communities
MAA
$16.7B
| $206K | 0.04% |
+1,395
| New | +$206K |
|