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 | |
|---|---|---|---|---|---|---|
76
SPDR Gold Trust
GLD
$142B
| $1.27M | 0.29% |
3,563
-49
|
|
||
77
Ryan Specialty Holdings
RYAN
$7.52B
| $1.25M | 0.28% |
22,143
-5,957
|
|
||
78
Johnson & Johnson
JNJ
$495B
| $1.24M | 0.28% |
6,674
-580
|
|
||
79
Rambus
RMBS
$10.1B
| $1.22M | 0.27% |
11,664
-2,261
|
|
||
80
Novo Nordisk
NVO
$215B
| $1.21M | 0.27% |
21,739
-2,360
|
|
||
81
Enbridge
ENB
$107B
| $1.2M | 0.27% |
23,766
-5,292
|
|
||
82
Teledyne Technologies
TDY
$23.1B
| $1.2M | 0.27% |
2,044
-412
|
|
||
83
CVS Health
CVS
$100B
| $1.18M | 0.27% |
15,646
-3,108
|
|
||
84
VanEck BDC Income ETF
BIZD
$1.55B
| $1.13M | 0.26% |
75,746
-15,555
|
|
||
85
InterDigital
IDCC
$9.05B
| $1.13M | 0.25% |
3,263
-413
|
|
||
86
Ligand Pharmaceuticals
LGND
$3.88B
| $1.12M | 0.25% |
6,342
-971
|
|
||
87
AstraZeneca
AZN
$281B
| $1.11M | 0.25% |
14,444
-147
|
|
||
88
Ollie's Bargain Outlet
OLLI
$7.46B
| $1.11M | 0.25% |
8,621
-3,036
|
|
||
89
Commault Systems
CVLT
$5.35B
| $1.08M | 0.24% |
5,727
-1,086
|
|
||
90
Qualcomm
QCOM
$180B
| $1.08M | 0.24% |
6,493
-2,671
|
|
||
91
Synopsys
SNPS
$81.4B
| $1.07M | 0.24% |
+2,165
|
|
||
92
McDonald's
MCD
$216B
| $1.05M | 0.24% |
3,471
-317
|
|
||
93
Casey's General Stores
CASY
$21.2B
| $1.05M | 0.24% |
1,863
-445
|
|
||
94
ConocoPhillips
COP
$112B
| $1.05M | 0.24% |
11,133
-2,038
|
|
||
|
95
Boston Scientific
BSX
$150B
| $1.05M | 0.24% |
+10,750
|
|
||
96
ASML
ASML
$422B
| $1.05M | 0.24% |
1,080
-225
|
|
||
97
Ametek
AME
$45B
| $1.03M | 0.23% |
5,505
-1,146
|
|
||
98
Becton Dickinson
BDX
$54.7B
| $1.03M | 0.23% |
5,502
-1,137
|
|
||
99
Monolithic Power Systems
MPWR
$44.5B
| $1.02M | 0.23% |
1,104
-211
|
|
||
100
Airbnb
ABNB
$72B
| $1.01M | 0.23% |
8,312
-6,263
|
|