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
(+84%)
Cap. Flow
+$386M
Cap. Flow
% of AUM
50.63%
Top 10 Holdings %
Top 10 Hldgs %
29%
Holding
456
New
132
Increased
261
Reduced
39
Closed
23
Top Buys
Top Sells
| 1 |
Adobe
ADBE
|
+$1.06M |
| 2 |
Intuit
INTU
|
+$807K |
| 3 |
Paycom
PAYC
|
+$612K |
| 4 |
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 | |
|---|---|---|---|---|---|---|
376
Oshkosh
OSK
$9.15B
| $322K | 0.04% |
2,188
+698
| +47% | +$109K |
|
377
Prologis
PLD
$140B
| $319K | 0.04% |
+2,412
| New | +$322K |
|
|
SFBS
378
ServisFirst Bancshares
SFBS
$4.83B
| $317K | 0.04% |
4,351
-1,984
| -31% | -$157K |
|
379
Southern Company
SO
$108B
| $315K | 0.04% |
3,260
-10
| -0.3% | -$925 |
|
380
Brown & Brown
BRO
$23.5B
| $313K | 0.04% |
4,804
+763
| +19% | +$55K |
|
381
Universal Display
OLED
$3.73B
| $313K | 0.04% |
3,413
+640
| +23% | +$70.8K |
|
382
Triumph Financial Inc
TFIN
$1.9B
| $312K | 0.04% |
+5,222
| New | +$326K |
|
383
CrowdStrike
CRWD
$207B
| $311K | 0.04% |
+3,184
| New | +$337K |
|
384
Vanguard S&P 500 ETF
VOO
$984B
| $311K | 0.04% |
+520
| New | +$325K |
|
385
Rio Tinto
RIO
$147B
| $310K | 0.04% |
+3,323
| New | +$303K |
|
386
UnitedHealth
UNH
$384B
| $308K | 0.04% |
+1,139
| New | +$339K |
|
387
Vanguard Total Stock Market ETF
VTI
$664B
| $307K | 0.04% |
+958
| New | +$321K |
|
388
TJX Companies
TJX
$171B
| $302K | 0.04% |
1,890
+560
| +42% | +$87.2K |
|
389
iShares Russell 1000 Value ETF
IWD
$82.4B
| $299K | 0.04% |
+1,398
| New | +$306K |
|
390
Morningstar
MORN
$6.61B
| $296K | 0.04% |
1,753
-681
| -28% | -$127K |
|
391
Toro Company
TTC
$9.13B
| $295K | 0.04% |
+3,162
| New | +$298K |
|
392
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
| $295K | 0.04% |
2,848
-2,144
| -43% | -$221K |
|
393
BigBear.ai
BBAI
$1.4B
| $295K | 0.04% |
83,682
+32,550
| +64% | +$151K |
|
394
PNC Financial Services
PNC
$102B
| $291K | 0.04% |
+1,398
| New | +$304K |
|
395
US Physical Therapy
USPH
$1.13B
| $287K | 0.04% |
+3,823
| New | +$313K |
|
396
Ford
F
$56.5B
| $285K | 0.04% |
24,735
+5,715
| +30% | +$75.3K |
|
397
Vanguard High Dividend Yield ETF
VYM
$80.4B
| $280K | 0.04% |
+1,889
| New | +$284K |
|
398
Nu Holdings
NU
$66.6B
| $278K | 0.04% |
19,325
-2,382
| -11% | -$38.6K |
|
399
Cardinal Health
CAH
$53.6B
| $273K | 0.04% |
+1,294
| New | +$279K |
|
400
Illinois Tool Works
ITW
$81.4B
| $268K | 0.04% |
+1,029
| New | +$280K |
|
Similar funds
FTF
BCM
TI
PMWMG
SC
CFS
FCA
CCIP