GWM
Gibbs Wealth Management Portfolio holdings
AUM
$759M
1-Year Est. Return
18.82%
This Fund
S&P 500
1 Year Est. Return
+18.82%
AUM
$759M
AUM Growth
+$346M
(+84%)
Holding
453
Top Buys
| 1 | +$23.5M | |
| 2 | +$18.8M | |
| 3 | +$14.3M | |
| 4 |
NVIDIA
NVDA
|
+$13.6M |
| 5 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$10.1M |
Top Sells
| 1 | +$1.06M | |
| 2 | +$807K | |
| 3 | +$612K | |
| 4 |
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 | |
|---|---|---|---|---|---|---|
26
Broadcom
AVGO
$2.12T
| $5.78M | 0.76% |
18,674
+7,335
|
|
||
27
JPMorgan US Quality Factor ETF
JQUA
$8.13B
| $5.67M | 0.75% |
92,546
+49,407
|
|
||
28
Boeing
BA
$182B
| $5.61M | 0.74% |
28,171
+19,208
|
|
||
29
Netflix
NFLX
$362B
| $5.49M | 0.72% |
57,128
+43,295
|
|
||
30
Eli Lilly
LLY
$985B
| $5.46M | 0.72% |
5,940
+282
|
|
||
31
Verizon
VZ
$200B
| $4.83M | 0.64% |
96,220
+36,051
|
|
||
32
JPMorgan Chase
JPM
$802B
| $4.47M | 0.59% |
15,177
+9,894
|
|
||
33
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.8B
| $4.15M | 0.55% |
112,738
+39,403
|
|
||
34
Shopify
SHOP
$154B
| $4.1M | 0.54% |
34,606
+8,384
|
|
||
35
Costco
COST
$424B
| $4.04M | 0.53% |
+4,054
|
|
||
36
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.72B
| $4.03M | 0.53% |
41,743
+24,449
|
|
||
37
Janus Henderson AAA CLO ETF
JAAA
$27.3B
| $3.7M | 0.49% |
73,461
+36,074
|
|
||
38
SPDR Gold Trust
GLD
$151B
| $3.68M | 0.48% |
8,549
+4,743
|
|
||
39
Salesforce
CRM
$157B
| $3.57M | 0.47% |
19,112
+13,636
|
|
||
40
Chevron
CVX
$363B
| $3.53M | 0.47% |
17,068
+9,052
|
|
||
41
McDonald's
MCD
$198B
| $3.42M | 0.45% |
11,006
+7,883
|
|
||
42
RTX Corp
RTX
$242B
| $3.29M | 0.43% |
17,031
+2,776
|
|
||
43
iShares Core S&P 500 ETF
IVV
$843B
| $3.25M | 0.43% |
4,977
+3,001
|
|
||
44
Philip Morris
PM
$276B
| $3.03M | 0.4% |
18,341
+9,625
|
|
||
45
Sterling Infrastructure
STRL
$26.4B
| $2.98M | 0.39% |
7,306
+3,573
|
|
||
46
Berkshire Hathaway Class A
BRK.A
$1.02T
| $2.87M | 0.38% |
+4
|
|
||
47
Vertex Pharmaceuticals
VRTX
$114B
| $2.52M | 0.33% |
5,647
+4,412
|
|
||
48
Walt Disney
DIS
$177B
| $2.52M | 0.33% |
26,143
+13,800
|
|
||
49
Wells Fargo
WFC
$237B
| $2.52M | 0.33% |
31,592
+13,514
|
|
||
50
Mastercard
MA
$436B
| $2.51M | 0.33% |
5,030
-1,038
|
|