GWM
Gibbs Wealth Management Portfolio holdings
AUM
$413M
1-Year Est. Return
18.72%
This Fund
S&P 500
1 Year Est. Return
+18.72%
AUM
$442M
AUM Growth
-$77.1M
(-15%)
Holding
386
Top Buys
| 1 | +$9.32M | |
| 2 | +$2.93M | |
| 3 | +$1.22M | |
| 4 |
Boston Scientific
BSX
|
+$1.11M |
| 5 |
Constellation Brands
STZ
|
+$961K |
Top Sells
| 1 | +$7.44M | |
| 2 | +$6.42M | |
| 3 | +$4.55M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.6M |
| 5 |
Oracle
ORCL
|
+$3.03M |
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 | |
|---|---|---|---|---|---|---|
126
Corning
GLW
$122B
| $868K | 0.2% |
10,576
-11,150
|
|
||
127
nCino
NCNO
$1.94B
| $854K | 0.19% |
31,508
-8,542
|
|
||
128
Lowe's Companies
LOW
$133B
| $853K | 0.19% |
3,392
-1,385
|
|
||
129
Exxon Mobil
XOM
$669B
| $846K | 0.19% |
7,500
-1,804
|
|
||
130
Palantir
PLTR
$351B
| $840K | 0.19% |
4,603
+232
|
|
||
131
Wabtec
WAB
$43.9B
| $836K | 0.19% |
4,168
-865
|
|
||
132
American Tower
AMT
$79.8B
| $834K | 0.19% |
4,334
-586
|
|
||
133
PG&E
PCG
$39B
| $817K | 0.18% |
54,209
-8,062
|
|
||
134
Nova
NVMI
$14.4B
| $817K | 0.18% |
2,557
-363
|
|
||
|
135
Constellation Brands
STZ
$26.2B
| $814K | 0.18% |
+6,042
|
|
||
136
JPMorgan Ultra-Short Income ETF
JPST
$37.4B
| $803K | 0.18% |
15,837
-853
|
|
||
137
Home Depot
HD
$330B
| $800K | 0.18% |
1,974
-327
|
|
||
138
Newmont
NEM
$124B
| $795K | 0.18% |
9,432
+490
|
|
||
139
Boot Barn
BOOT
$4.42B
| $793K | 0.18% |
4,786
+87
|
|
||
140
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.92B
| $791K | 0.18% |
8,073
-17,940
|
|
||
141
Freeport-McMoran
FCX
$88.7B
| $783K | 0.18% |
19,971
-7,071
|
|
||
142
TechnipFMC
FTI
$27.9B
| $779K | 0.18% |
19,758
-8,254
|
|
||
143
Caterpillar
CAT
$342B
| $772K | 0.17% |
1,618
-1,044
|
|
||
144
Cigna
CI
$70.8B
| $770K | 0.17% |
2,671
+287
|
|
||
145
Equifax
EFX
$21.7B
| $753K | 0.17% |
2,937
-595
|
|
||
146
Pentair
PNR
$14.1B
| $735K | 0.17% |
6,633
-1,351
|
|
||
147
American International
AIG
$40.8B
| $734K | 0.17% |
9,351
-2,082
|
|
||
148
Morningstar
MORN
$6.6B
| $734K | 0.17% |
3,162
-862
|
|
||
149
Southwest Airlines
LUV
$18.8B
| $733K | 0.17% |
22,962
+6,553
|
|
||
150
Enpro
NPO
$5.48B
| $730K | 0.17% |
3,229
-465
|
|