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 | |
|---|---|---|---|---|---|---|
101
TechnipFMC
FTI
$27.3B
| $1.56M | 0.21% |
22,556
+3,917
|
|
||
102
Modine Manufacturing
MOD
$14.7B
| $1.53M | 0.2% |
7,049
+2,781
|
|
||
103
MSCI
MSCI
$46B
| $1.52M | 0.2% |
2,821
-485
|
|
||
104
Novanta
NOVT
$5.67B
| $1.51M | 0.2% |
12,806
+7,814
|
|
||
105
Thermo Fisher Scientific
TMO
$183B
| $1.51M | 0.2% |
3,074
+2,307
|
|
||
106
InterDigital
IDCC
$6.52B
| $1.51M | 0.2% |
4,987
+1,963
|
|
||
107
Merck
MRK
$293B
| $1.5M | 0.2% |
12,506
+7,447
|
|
||
|
B
108
Barrick Mining
B
$71.3B
| $1.5M | 0.2% |
36,799
+19,020
|
|
||
109
PGIM Active High Yield Bond ETF
PHYL
$1.3B
| $1.5M | 0.2% |
43,224
-2,324
|
|
||
110
Marathon Petroleum
MPC
$72.6B
| $1.45M | 0.19% |
5,938
+2,696
|
|
||
|
NVO
111
Novo Nordisk
NVO
$202B
| $1.44M | 0.19% |
39,273
+21,065
|
|
||
112
Boot Barn
BOOT
$5.16B
| $1.43M | 0.19% |
9,740
+4,919
|
|
||
113
Coca-Cola
KO
$340B
| $1.4M | 0.18% |
18,367
+11,610
|
|
||
114
Moog Inc Class A
MOG.A
$11.4B
| $1.39M | 0.18% |
4,733
+1,821
|
|
||
115
UFP Technologies
UFPT
$1.7B
| $1.35M | 0.18% |
6,965
+3,476
|
|
||
116
Medtronic
MDT
$94.8B
| $1.29M | 0.17% |
14,835
-266
|
|
||
117
PJT Partners
PJT
$3.95B
| $1.28M | 0.17% |
9,177
+4,358
|
|
||
118
iShares National Muni Bond ETF
MUB
$44.8B
| $1.28M | 0.17% |
12,074
+3,595
|
|
||
119
Repligen
RGEN
$6.99B
| $1.26M | 0.17% |
10,713
+5,353
|
|
||
120
Enpro
NPO
$6.49B
| $1.24M | 0.16% |
4,954
+1,930
|
|
||
121
Deere & Co
DE
$146B
| $1.24M | 0.16% |
+2,201
|
|
||
122
Home Depot
HD
$316B
| $1.23M | 0.16% |
3,734
+2,049
|
|
||
123
Tenet Healthcare
THC
$15.1B
| $1.22M | 0.16% |
6,472
+2,908
|
|
||
124
Houlihan Lokey
HLI
$9.78B
| $1.21M | 0.16% |
8,412
-349
|
|
||
125
Equinor
EQNR
$89.7B
| $1.19M | 0.16% |
+28,179
|
|