GWM

Gibbs Wealth Management Portfolio holdings

AUM $442M
1-Year Est. Return 16.98%
This Quarter Est. Return
1 Year Est. Return
+16.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
-$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$3.15M
3
+$1.07M
4
BSX icon
Boston Scientific
BSX
+$1.05M
5
NET icon
Cloudflare
NET
+$1.01M

Top Sells

1
+$7.8M
2
+$6.47M
3
+$4.66M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.64M
5
ORCL icon
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
GLW icon
126
Corning
GLW
$71.1B
$868K 0.2%
10,576
-11,150
NCNO icon
127
nCino
NCNO
$2.84B
$854K 0.19%
31,508
-8,542
LOW icon
128
Lowe's Companies
LOW
$138B
$853K 0.19%
3,392
-1,385
XOM icon
129
Exxon Mobil
XOM
$492B
$846K 0.19%
7,500
-1,804
PLTR icon
130
Palantir
PLTR
$399B
$840K 0.19%
4,603
+232
WAB icon
131
Wabtec
WAB
$35.7B
$836K 0.19%
4,168
-865
AMT icon
132
American Tower
AMT
$82.5B
$834K 0.19%
4,334
-586
PCG icon
133
PG&E
PCG
$34.8B
$817K 0.18%
54,209
-8,062
NVMI icon
134
Nova
NVMI
$9.07B
$817K 0.18%
2,557
-363
STZ icon
135
Constellation Brands
STZ
$24B
$814K 0.18%
+6,042
JPST icon
136
JPMorgan Ultra-Short Income ETF
JPST
$35B
$803K 0.18%
15,837
-853
HD icon
137
Home Depot
HD
$356B
$800K 0.18%
1,974
-327
NEM icon
138
Newmont
NEM
$100B
$795K 0.18%
9,432
+490
BOOT icon
139
Boot Barn
BOOT
$5.95B
$793K 0.18%
4,786
+87
JNK icon
140
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.49B
$791K 0.18%
8,073
-17,940
FCX icon
141
Freeport-McMoran
FCX
$61.8B
$783K 0.18%
19,971
-7,071
FTI icon
142
TechnipFMC
FTI
$18.5B
$779K 0.18%
19,758
-8,254
CAT icon
143
Caterpillar
CAT
$266B
$772K 0.17%
1,618
-1,044
CI icon
144
Cigna
CI
$73.1B
$770K 0.17%
2,671
+287
EFX icon
145
Equifax
EFX
$25.6B
$753K 0.17%
2,937
-595
PNR icon
146
Pentair
PNR
$17.2B
$735K 0.17%
6,633
-1,351
AIG icon
147
American International
AIG
$41.3B
$734K 0.17%
9,351
-2,082
MORN icon
148
Morningstar
MORN
$8.9B
$734K 0.17%
3,162
-862
LUV icon
149
Southwest Airlines
LUV
$18B
$733K 0.17%
22,962
+6,553
NPO icon
150
Enpro
NPO
$4.6B
$730K 0.17%
3,229
-465
4 5
6
7 8