GWM
Gibbs Wealth Management Portfolio holdings
AUM
$442M
1-Year Est. Return
16.98%
1 Year Est. Return
+16.98%
AUM
$442M
AUM Growth
-$77.1M
(-15%)
Holding
386
Top Buys
| 1 | +$9.79M | |
| 2 | +$3.15M | |
| 3 | +$1.07M | |
| 4 |
Boston Scientific
BSX
|
+$1.05M |
| 5 |
Cloudflare
NET
|
+$1.01M |
Top Sells
| 1 | +$7.8M | |
| 2 | +$6.47M | |
| 3 | +$4.66M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.64M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
376
Leidos
LDOS
$24.1B
| – | – |
-2,147
|
|
||
377
Linde
LIN
$190B
| – | – |
-473
|
|
||
378
Oneok
OKE
$46.4B
| – | – |
-2,710
|
|
||
379
Invesco S&P 500 Low Volatility ETF
SPLV
$7.54B
| – | – |
-3,572
|
|
||
380
SPS Commerce
SPSC
$3.04B
| – | – |
-1,813
|
|
||
381
iShares TIPS Bond ETF
TIP
$14.5B
| – | – |
-2,354
|
|
||
382
Thomson Reuters
TRI
$59.3B
| – | – |
-1,251
|
|
||
383
Trane Technologies
TT
$90.9B
| – | – |
-473
|
|
||
384
Tyler Technologies
TYL
$20B
| – | – |
-465
|
|
||
385
UnitedHealth
UNH
$293B
| – | – |
-918
|
|
||
386
Vanguard S&P 500 ETF
VOO
$798B
| – | – |
-865
|
|