GWM

Gibbs Wealth Management Portfolio holdings

AUM $759M
1-Year Est. Return 18.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$759M
AUM Growth
+$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$18.8M
3
+$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
+$1.06M
2
+$807K
3
+$612K
4
GWRE icon
Guidewire Software
GWRE
+$587K
5
P
Everpure Inc
P
+$554K

Sector Composition

1 Technology 15.65%
2 Healthcare 7.69%
3 Industrials 7.68%
4 Financials 7.41%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SFBS
376
ServisFirst Bancshares
SFBS
$4.26B
$317K 0.04%
4,351
-1,984
SO icon
377
Southern Company
SO
$104B
$315K 0.04%
3,260
-10
BRO icon
378
Brown & Brown
BRO
$19.1B
$313K 0.04%
4,804
+763
OLED icon
379
Universal Display
OLED
$4.31B
$313K 0.04%
3,413
+640
TFIN icon
380
Triumph Financial Inc
TFIN
$1.7B
$312K 0.04%
+5,222
CRWD icon
381
CrowdStrike
CRWD
$186B
$311K 0.04%
+796
VOO icon
382
Vanguard S&P 500 ETF
VOO
$977B
$311K 0.04%
+520
RIO icon
383
Rio Tinto
RIO
$173B
$310K 0.04%
+3,323
UNH icon
384
UnitedHealth
UNH
$345B
$308K 0.04%
+1,139
VTI icon
385
Vanguard Total Stock Market ETF
VTI
$657B
$307K 0.04%
+958
TJX icon
386
TJX Companies
TJX
$171B
$302K 0.04%
1,890
+560
IWD icon
387
iShares Russell 1000 Value ETF
IWD
$75.5B
$299K 0.04%
+1,398
MORN icon
388
Morningstar
MORN
$6.92B
$296K 0.04%
1,753
-681
TTC icon
389
Toro Company
TTC
$8.71B
$295K 0.04%
+3,162
STIP icon
390
iShares 0-5 Year TIPS Bond ETF
STIP
$15.5B
$295K 0.04%
2,848
-2,144
BBAI icon
391
BigBear.ai
BBAI
$2.41B
$295K 0.04%
83,682
+32,550
PNC icon
392
PNC Financial Services
PNC
$88.8B
$291K 0.04%
+1,398
USPH icon
393
US Physical Therapy
USPH
$978M
$287K 0.04%
+3,823
F icon
394
Ford
F
$69.5B
$285K 0.04%
24,735
+5,715
VYM icon
395
Vanguard High Dividend Yield ETF
VYM
$78.5B
$280K 0.04%
+1,889
NU icon
396
Nu Holdings
NU
$63.8B
$278K 0.04%
19,325
-2,382
CAH icon
397
Cardinal Health
CAH
$46.1B
$273K 0.04%
+1,294
ITW icon
398
Illinois Tool Works
ITW
$71.1B
$268K 0.04%
+1,029
FAST icon
399
Fastenal
FAST
$50.7B
$264K 0.03%
+5,695
O icon
400
Realty Income
O
$57.1B
$261K 0.03%
+4,266
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