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 | |
|---|---|---|---|---|---|---|
|
451
Paycom
PAYC
$7.13B
| – | – |
-3,892
| Closed | -$612K |
|
|
P
452
Everpure Inc
P
$22.6B
| – | – |
-8,273
| Closed | -$554K |
|
453
Rocket Lab Corp
RKLB
$41.9B
| – | – |
-4,616
| Closed | -$392K |
|
454
Sprouts Farmers Market
SFM
$6.95B
| – | – |
-5,893
| Closed | -$455K |
|
455
Woodward
WWD
$23.3B
| – | – |
-892
| Closed | -$287K |
|
|
OS
456
DELISTED
OneStream Inc
OS
| – | – |
-18,677
| Closed | -$441K |
|
Similar funds
FTF
BCM
TI
PMWMG
SC
CFS
FCA
CCIP