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 | |
|---|---|---|---|---|---|---|
76
Ametek
AME
$51.8B
| $1.84M | 0.24% |
8,581
+3,664
|
|
||
77
Morgan Stanley
MS
$328B
| $1.82M | 0.24% |
11,088
+5,646
|
|
||
78
AES
AES
$10.5B
| $1.82M | 0.24% |
129,371
+65,569
|
|
||
79
PG&E
PCG
$36B
| $1.81M | 0.24% |
103,049
+52,411
|
|
||
80
Regeneron Pharmaceuticals
REGN
$64.5B
| $1.78M | 0.23% |
2,306
+1,765
|
|
||
81
Curtiss-Wright
CW
$27.6B
| $1.75M | 0.23% |
2,565
+361
|
|
||
82
Citigroup
C
$215B
| $1.74M | 0.23% |
15,368
+7,563
|
|
||
83
Autodesk
ADSK
$48.8B
| $1.74M | 0.23% |
7,276
+5,319
|
|
||
84
Vanguard FTSE Developed Markets ETF
VEA
$231B
| $1.73M | 0.23% |
26,982
+21,517
|
|
||
85
ServiceNow
NOW
$128B
| $1.73M | 0.23% |
16,518
+6,050
|
|
||
86
VanEck BDC Income ETF
BIZD
$1.56B
| $1.71M | 0.23% |
133,606
+65,100
|
|
||
87
Corning
GLW
$156B
| $1.7M | 0.22% |
12,474
+4,141
|
|
||
88
CSX Corp
CSX
$84.1B
| $1.68M | 0.22% |
40,975
+21,931
|
|
||
89
State Street SPDR S&P 500 ETF Trust
SPY
$783B
| $1.67M | 0.22% |
2,575
+432
|
|
||
90
American International
AIG
$39.4B
| $1.66M | 0.22% |
22,026
+13,135
|
|
||
91
Intuitive Surgical
ISRG
$150B
| $1.64M | 0.22% |
3,557
+1,316
|
|
||
92
Walmart Inc
WMT
$923B
| $1.64M | 0.22% |
13,181
+4,705
|
|
||
93
AstraZeneca
AZN
$288B
| $1.64M | 0.22% |
8,293
-3,351
|
|
||
94
Bristol-Myers Squibb
BMY
$117B
| $1.63M | 0.22% |
26,915
+13,968
|
|
||
95
Agnico Eagle Mines
AEM
$91.6B
| $1.63M | 0.22% |
8,039
-2,348
|
|
||
96
ASML
ASML
$622B
| $1.63M | 0.21% |
1,231
-48
|
|
||
97
State Street SPDR S&P International Small Cap ETF
GWX
$916M
| $1.62M | 0.21% |
+38,251
|
|
||
98
Unilever
UL
$122B
| $1.61M | 0.21% |
28,262
+9,498
|
|
||
99
Rambus
RMBS
$15.7B
| $1.57M | 0.21% |
18,234
+7,121
|
|
||
100
Snap-on
SNA
$19.2B
| $1.56M | 0.21% |
4,293
+3,610
|
|