GWM
Gibbs Wealth Management Portfolio holdings
AUM
$442M
1-Year Est. Return
16.98%
1 Year Est. Return
+16.98%
AUM
$519M
AUM Growth
+$104M
(+25%)
Holding
383
Top Buys
| 1 | +$5.53M | |
| 2 | +$5.33M | |
| 3 | +$3.16M | |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$3.16M |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.72M |
Top Sells
| 1 | +$11.2M | |
| 2 | +$4.54M | |
| 3 | +$1.74M | |
| 4 |
Watts Water Technologies
WTS
|
+$994K |
| 5 |
Entegris
ENTG
|
+$742K |
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 | |
|---|---|---|---|---|---|---|
376
Nike
NKE
$89.9B
| – | – |
-3,790
|
|
||
377
LyondellBasell Industries
LYB
$13.8B
| – | – |
-3,478
|
|
||
378
Stride
LRN
$2.86B
| – | – |
-5,487
|
|
||
379
iShares S&P 500 Growth ETF
IVW
$68B
| – | – |
-3,137
|
|
||
|
380
Entegris
ENTG
$13B
| – | – |
-8,486
|
|
||
381
Criteo
CRTO
$1.17B
| – | – |
-12,812
|
|
||
382
Main BuyWrite ETF
BUYW
$845M
| – | – |
-30,563
|
|
||
|
AZEK
383
DELISTED
The AZEK Co
AZEK
| – | – |
-4,330
|
|