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 | |
|---|---|---|---|---|---|---|
51
Janus Henderson B-BBB CLO ETF
JBBB
$1.2B
| $2.47M | 0.33% |
53,036
+19,634
|
|
||
52
Royal Bank of Canada
RY
$263B
| $2.45M | 0.32% |
15,174
+3,472
|
|
||
53
AbbVie
ABBV
$385B
| $2.44M | 0.32% |
11,233
+7,199
|
|
||
54
Constellation Brands
STZ
$23.9B
| $2.37M | 0.31% |
15,793
+10,230
|
|
||
55
Bank of America
BAC
$366B
| $2.36M | 0.31% |
48,399
+26,849
|
|
||
56
Monster Beverage
MNST
$86.1B
| $2.32M | 0.31% |
32,019
+24,023
|
|
||
57
Cisco
CSCO
$475B
| $2.24M | 0.3% |
28,881
+6,249
|
|
||
58
Starbucks
SBUX
$113B
| $2.21M | 0.29% |
24,683
+5,772
|
|
||
59
CVS Health
CVS
$116B
| $2.19M | 0.29% |
30,430
+15,937
|
|
||
60
Williams Companies
WMB
$87.3B
| $2.13M | 0.28% |
29,302
+11,790
|
|
||
61
Johnson & Johnson
JNJ
$542B
| $2.12M | 0.28% |
8,655
+2,368
|
|
||
62
AT&T
T
$172B
| $2.11M | 0.28% |
72,727
+55,538
|
|
||
63
Novartis
NVS
$287B
| $2.11M | 0.28% |
13,783
+10,592
|
|
||
64
Lowe's Companies
LOW
$120B
| $2.08M | 0.27% |
8,819
+4,856
|
|
||
65
EPAM Systems
EPAM
$5.35B
| $2.07M | 0.27% |
15,307
+10,657
|
|
||
66
American Tower
AMT
$87.1B
| $2.06M | 0.27% |
11,956
+6,057
|
|
||
67
Berkshire Hathaway Class B
BRK.B
$1.02T
| $2.06M | 0.27% |
4,291
+771
|
|
||
68
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.75B
| $2.05M | 0.27% |
45,415
-1,605
|
|
||
69
Exxon Mobil
XOM
$602B
| $2.01M | 0.26% |
11,841
+4,335
|
|
||
70
Caterpillar
CAT
$403B
| $2M | 0.26% |
2,827
+1,607
|
|
||
71
Shell
SHEL
$234B
| $1.99M | 0.26% |
21,411
+12,812
|
|
||
72
PepsiCo
PEP
$197B
| $1.95M | 0.26% |
12,572
+2,016
|
|
||
73
Congress SMid Growth ETF
CSMD
$460M
| $1.9M | 0.25% |
61,885
-1,236
|
|
||
74
Freeport-McMoran
FCX
$94.5B
| $1.87M | 0.25% |
31,872
+10,509
|
|
||
75
Cigna
CI
$73.4B
| $1.86M | 0.24% |
6,965
+4,030
|
|