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 | |
|---|---|---|---|---|---|---|
26
Netflix
NFLX
$462B
| $3.05M | 0.69% |
25,420
-9,280
|
|
||
27
Verizon
VZ
$172B
| $3.05M | 0.69% |
69,303
+12,916
|
|
||
28
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| $3.03M | 0.68% |
80,116
-16,988
|
|
||
29
RTX Corp
RTX
$225B
| $2.91M | 0.66% |
17,374
-4,941
|
|
||
30
Tesla
TSLA
$1.43T
| $2.88M | 0.65% |
6,465
-2,501
|
|
||
31
Meta Platforms (Facebook)
META
$1.62T
| $2.74M | 0.62% |
3,736
-681
|
|
||
32
JPMorgan US Quality Factor ETF
JQUA
$7.38B
| $2.48M | 0.56% |
39,346
-19,580
|
|
||
33
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.76B
| $2.35M | 0.53% |
51,368
-8,308
|
|
||
34
SAP
SAP
$282B
| $2.33M | 0.53% |
8,716
-2,297
|
|
||
35
Congress SMid Growth ETF
CSMD
$393M
| $2.29M | 0.52% |
68,690
-9,150
|
|
||
36
Agnico Eagle Mines
AEM
$86.4B
| $2.21M | 0.5% |
13,096
-4,705
|
|
||
37
Zoetis
ZTS
$56.1B
| $2.17M | 0.49% |
14,813
-2,584
|
|
||
38
MSCI
MSCI
$42.1B
| $2.15M | 0.49% |
3,784
-573
|
|
||
39
Berkshire Hathaway Class B
BRK.B
$1.1T
| $2.13M | 0.48% |
4,246
-859
|
|
||
40
Houlihan Lokey
HLI
$12.2B
| $2.13M | 0.48% |
10,379
+3,524
|
|
||
41
Abbott
ABT
$223B
| $2.09M | 0.47% |
15,626
-18,022
|
|
||
42
Janus Henderson AAA CLO ETF
JAAA
$25.2B
| $1.99M | 0.45% |
39,163
-10,924
|
|
||
43
Aon
AON
$75.5B
| $1.97M | 0.45% |
5,530
-2,426
|
|
||
44
Cisco
CSCO
$300B
| $1.86M | 0.42% |
27,166
-6,818
|
|
||
45
Starbucks
SBUX
$96.6B
| $1.85M | 0.42% |
21,825
-2,679
|
|
||
46
ServiceNow
NOW
$171B
| $1.8M | 0.41% |
1,961
-338
|
|
||
47
Boeing
BA
$142B
| $1.8M | 0.41% |
8,359
-2,381
|
|
||
48
JPMorgan Chase
JPM
$841B
| $1.76M | 0.4% |
5,589
-1,848
|
|
||
49
Janus Henderson B-BBB CLO ETF
JBBB
$1.24B
| $1.75M | 0.4% |
36,286
-7,898
|
|
||
50
PGIM Active High Yield Bond ETF
PHYL
$605M
| $1.74M | 0.39% |
48,692
-7,964
|
|