GWM
Gibbs Wealth Management Portfolio holdings
AUM
$442M
1-Year Est. Return
16.98%
1 Year Est. Return
+16.98%
AUM
$519M
AUM Growth
+$104M
(+25%)
Holding
383
Top Buys
| 1 | +$5.53M | |
| 2 | +$5.33M | |
| 3 | +$3.16M | |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$3.16M |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.72M |
Top Sells
| 1 | +$11.2M | |
| 2 | +$4.54M | |
| 3 | +$1.74M | |
| 4 |
Watts Water Technologies
WTS
|
+$994K |
| 5 |
Entegris
ENTG
|
+$742K |
Sector Composition
| 1 | Technology | 16.91% |
| 2 | Financials | 9.56% |
| 3 | Healthcare | 8.65% |
| 4 | Industrials | 7.67% |
| 5 | Consumer Discretionary | 5.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Accenture
ACN
$152B
| $2.2M | 0.42% |
7,369
+1,457
|
|
||
52
JPMorgan Chase
JPM
$863B
| $2.16M | 0.42% |
7,437
+1,360
|
|
||
53
Janus Henderson B-BBB CLO ETF
JBBB
$1.5B
| $2.13M | 0.41% |
44,184
+1,950
|
|
||
54
Agnico Eagle Mines
AEM
$84.3B
| $2.12M | 0.41% |
17,801
-2,314
|
|
||
55
PGIM Active High Yield Bond ETF
PHYL
$435M
| $2.01M | 0.39% |
56,656
+7,564
|
|
||
56
Airbnb
ABNB
$72.9B
| $1.93M | 0.37% |
14,575
+1,622
|
|
||
57
Ryan Specialty Holdings
RYAN
$7.36B
| $1.91M | 0.37% |
28,100
-334
|
|
||
58
Medtronic
MDT
$119B
| $1.9M | 0.37% |
21,839
-1,915
|
|
||
59
Unilever
UL
$149B
| $1.86M | 0.36% |
30,436
+1,900
|
|
||
60
iShares Core S&P 500 ETF
IVV
$677B
| $1.86M | 0.36% |
2,997
+531
|
|
||
61
Sea Limited
SE
$91.8B
| $1.86M | 0.36% |
11,620
+2,526
|
|
||
62
Workday
WDAY
$60.9B
| $1.85M | 0.36% |
7,708
+986
|
|
||
63
HEICO Corp Class A
HEI.A
$35.9B
| $1.75M | 0.34% |
6,762
+892
|
|
||
64
Wells Fargo
WFC
$270B
| $1.73M | 0.33% |
21,619
+3,856
|
|
||
65
Sony
SONY
$167B
| $1.71M | 0.33% |
65,700
+2,158
|
|
||
66
Curtiss-Wright
CW
$21.7B
| $1.68M | 0.32% |
3,434
+2,651
|
|
||
67
Novo Nordisk
NVO
$204B
| $1.66M | 0.32% |
24,099
-3,167
|
|
||
68
Main Sector Rotation ETF
SECT
$2.36B
| $1.65M | 0.32% |
28,471
-192,816
|
|
||
69
Royal Bank of Canada
RY
$207B
| $1.6M | 0.31% |
12,135
+458
|
|
||
70
PepsiCo
PEP
$195B
| $1.58M | 0.3% |
11,972
+599
|
|
||
71
SPDR S&P 500 ETF Trust
SPY
$677B
| $1.56M | 0.3% |
2,527
+356
|
|
||
72
Cooper Companies
COO
$14.1B
| $1.56M | 0.3% |
21,872
+2,212
|
|
||
73
Brown & Brown
BRO
$26.8B
| $1.54M | 0.3% |
13,870
-401
|
|
||
74
Ollie's Bargain Outlet
OLLI
$7.76B
| $1.54M | 0.3% |
11,657
+1,598
|
|
||
75
Duke Energy
DUK
$95.6B
| $1.49M | 0.29% |
12,643
+502
|
|