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 | |
|---|---|---|---|---|---|---|
101
Casey's General Stores
CASY
$19.8B
| $1.18M | 0.23% |
2,308
+128
|
|
||
102
Aaon
AAON
$8.64B
| $1.18M | 0.23% |
15,944
+1,021
|
|
||
103
AbbVie
ABBV
$387B
| $1.17M | 0.23% |
6,320
+2,211
|
|
||
104
Freeport-McMoran
FCX
$58.8B
| $1.17M | 0.23% |
27,042
+4,783
|
|
||
105
Becton Dickinson
BDX
$52.1B
| $1.14M | 0.22% |
6,639
+1,168
|
|
||
106
Corning
GLW
$75.9B
| $1.14M | 0.22% |
21,726
+5,808
|
|
||
107
nCino
NCNO
$3.04B
| $1.12M | 0.22% |
40,050
+3,615
|
|
||
108
Johnson & Johnson
JNJ
$454B
| $1.11M | 0.21% |
7,254
+937
|
|
||
109
McDonald's
MCD
$213B
| $1.11M | 0.21% |
3,788
+257
|
|
||
110
CoStar Group
CSGP
$28.5B
| $1.11M | 0.21% |
13,758
+3,032
|
|
||
111
SPDR Gold Trust
GLD
$131B
| $1.1M | 0.21% |
3,612
+2,069
|
|
||
112
American Tower
AMT
$84.1B
| $1.09M | 0.21% |
4,920
+831
|
|
||
113
Lowe's Companies
LOW
$131B
| $1.06M | 0.2% |
4,777
+893
|
|
||
114
Wabtec
WAB
$35.9B
| $1.05M | 0.2% |
5,033
+795
|
|
||
115
ASML
ASML
$403B
| $1.05M | 0.2% |
1,305
+140
|
|
||
116
Williams Companies
WMB
$74B
| $1.04M | 0.2% |
16,592
+1,326
|
|
||
117
Caterpillar
CAT
$267B
| $1.03M | 0.2% |
2,662
+585
|
|
||
118
Tenet Healthcare
THC
$17.1B
| $1.03M | 0.2% |
5,839
+3,496
|
|
||
119
AstraZeneca
AZN
$271B
| $1.02M | 0.2% |
14,591
+688
|
|
||
120
Pool Corp
POOL
$9.27B
| $1.02M | 0.2% |
3,487
+607
|
|
||
121
AeroVironment
AVAV
$16.7B
| $1.02M | 0.2% |
3,564
+388
|
|
||
122
Verisk Analytics
VRSK
$29.7B
| $1.01M | 0.19% |
3,247
+446
|
|
||
123
Vanguard FTSE Developed Markets ETF
VEA
$180B
| $1.01M | 0.19% |
17,696
+10,924
|
|
||
124
Exxon Mobil
XOM
$499B
| $1M | 0.19% |
9,304
+1,486
|
|
||
125
PJT Partners
PJT
$4.07B
| $1M | 0.19% |
6,065
+871
|
|