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 | |
|---|---|---|---|---|---|---|
51
Medtronic
MDT
$132B
| $1.74M | 0.39% |
18,261
-3,578
|
|
||
52
PepsiCo
PEP
$204B
| $1.73M | 0.39% |
12,326
+354
|
|
||
53
Royal Bank of Canada
RY
$216B
| $1.72M | 0.39% |
11,675
-460
|
|
||
54
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.61B
| $1.71M | 0.39% |
18,137
-49,427
|
|
||
55
Sterling Infrastructure
STRL
$9.85B
| $1.68M | 0.38% |
4,934
-1,327
|
|
||
56
Sea Limited
SE
$80.1B
| $1.66M | 0.37% |
9,268
-2,352
|
|
||
57
Wells Fargo
WFC
$268B
| $1.64M | 0.37% |
19,601
-2,018
|
|
||
58
Walt Disney
DIS
$191B
| $1.62M | 0.37% |
14,107
-3,932
|
|
||
59
Accenture
ACN
$160B
| $1.52M | 0.34% |
6,161
-1,208
|
|
||
60
Sony
SONY
$172B
| $1.51M | 0.34% |
52,491
-13,209
|
|
||
61
Curtiss-Wright
CW
$20.1B
| $1.49M | 0.34% |
2,748
-686
|
|
||
62
Unilever
UL
$148B
| $1.47M | 0.33% |
24,718
-5,718
|
|
||
63
Philip Morris
PM
$243B
| $1.43M | 0.32% |
8,844
-3,575
|
|
||
64
SPDR S&P 500 ETF Trust
SPY
$697B
| $1.43M | 0.32% |
2,143
-384
|
|
||
65
Idexx Laboratories
IDXX
$58.2B
| $1.42M | 0.32% |
2,222
-357
|
|
||
66
General Dynamics
GD
$89.8B
| $1.34M | 0.3% |
3,943
-840
|
|
||
67
iShares Core S&P 500 ETF
IVV
$729B
| $1.34M | 0.3% |
2,002
-995
|
|
||
68
HEICO Corp Class A
HEI.A
$33.8B
| $1.31M | 0.3% |
5,147
-1,615
|
|
||
69
Adobe
ADBE
$135B
| $1.3M | 0.29% |
3,696
-4,772
|
|
||
70
Duke Energy
DUK
$93.9B
| $1.3M | 0.29% |
10,518
-2,125
|
|
||
71
Applied Materials
AMAT
$203B
| $1.3M | 0.29% |
6,333
-1,251
|
|
||
72
Emcor
EME
$27.2B
| $1.3M | 0.29% |
1,994
+979
|
|
||
73
Chevron
CVX
$305B
| $1.29M | 0.29% |
8,326
-1,403
|
|
||
74
Bank of America
BAC
$389B
| $1.28M | 0.29% |
24,894
-5,111
|
|
||
75
Uber
UBER
$180B
| $1.27M | 0.29% |
12,957
+7,982
|
|