GWM
Gibbs Wealth Management Portfolio holdings
AUM
$519M
1 Year Est. Return
–
AUM
$519M
AUM Growth
–
Holding
367
Top Buys
| 1 | +$23.9M | |
| 2 | +$19.5M | |
| 3 | +$15.9M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$13.6M |
| 5 |
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
|
+$13.3M |
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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Diageo
DEO
$54.3B
| $206K | 0.04% |
+2,046
|
|
||
352
Altria Group
MO
$109B
| $206K | 0.04% |
+3,514
|
|
||
353
PNC Financial Services
PNC
$70.5B
| $206K | 0.04% |
+1,104
|
|
||
354
Hawkins
HWKN
$3.33B
| $206K | 0.04% |
+1,447
|
|
||
355
PayPal
PYPL
$64.5B
| $202K | 0.04% |
+2,713
|
|
||
356
S&P Global
SPGI
$145B
| $201K | 0.04% |
+382
|
|
||
357
Vanguard Value ETF
VTV
$147B
| $201K | 0.04% |
+1,139
|
|
||
358
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
| $201K | 0.04% |
+3,350
|
|
||
359
GE Vernova
GEV
$164B
| $201K | 0.04% |
+380
|
|
||
360
Lloyds Banking Group
LYG
$66.2B
| $185K | 0.04% |
+43,594
|
|
||
361
Banco Bilbao Vizcaya Argentaria
BBVA
$112B
| $169K | 0.03% |
+10,972
|
|
||
362
indie Semiconductor
INDI
$1.05B
| $159K | 0.03% |
+44,712
|
|
||
363
BigBear.ai
BBAI
$2.72B
| $154K | 0.03% |
+22,750
|
|
||
364
Mitsubishi UFJ Financial
MUFG
$171B
| $146K | 0.03% |
+10,656
|
|
||
365
Certara
CERT
$1.93B
| $124K | 0.02% |
+10,632
|
|
||
366
Haleon
HLN
$42.2B
| $113K | 0.02% |
+10,852
|
|
||
367
Editas Medicine
EDIT
$337M
| $22.7K | ﹤0.01% |
+10,308
|
|