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GWM

Gibbs Wealth Management Portfolio holdings

AUM $762M
1-Year Est. Return 18.55%
This Fund
S&P 500
This Quarter Est. Return
-0.96%
1 Year Est. Return
+18.55%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$762M
AUM Growth
+$349M
Cap. Flow
+$386M
Cap. Flow %
50.63%
Top 10 Hldgs %
29%
Holding
456
New
132
Increased
261
Reduced
39
Closed
23

Top Buys

1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$23.5M
2
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$18.8M
3
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$14.3M
4
NVDA icon
NVIDIA
NVDA
+$13.6M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$10.1M

Top Sells

1
ADBE icon
Adobe
ADBE
+$1.06M
2
INTU icon
Intuit
INTU
+$807K
3
PAYC icon
Paycom
PAYC
+$612K
4
GWRE icon
Guidewire Software
GWRE
+$587K
5
P
Everpure Inc
P
+$554K

Sector Composition

1 Technology 15.59%
2 Healthcare 7.66%
3 Industrials 7.65%
4 Financials 7.38%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SXT icon
176
Sensient Technologies
SXT
$4.72B
$865K 0.11%
10,005
+3,911
+64% +$366K
CNI icon
177
Canadian National Railway
CNI
$77.8B
$861K 0.11%
+8,377
New +$864K
JBTM
178
JBT Marel
JBTM
$7.22B
$859K 0.11%
6,716
+2,663
+66% +$403K
SAP icon
179
SAP
SAP
$189B
$852K 0.11%
4,974
-1,972
-28% -$407K
PFE icon
180
Pfizer
PFE
$143B
$845K 0.11%
30,095
+14,701
+95% +$391K
IDXX icon
181
Idexx Laboratories
IDXX
$45.4B
$843K 0.11%
1,500
-444
-23% -$285K
GE icon
182
GE Aerospace
GE
$361B
$841K 0.11%
2,965
+1,958
+194% +$615K
SEIC icon
183
SEI Investments
SEIC
$12.1B
$834K 0.11%
10,627
+7,837
+281% +$645K
FSS icon
184
Federal Signal
FSS
$7.29B
$827K 0.11%
7,649
+2,877
+60% +$325K
AVY icon
185
Avery Dennison
AVY
$12.5B
$825K 0.11%
+4,777
New +$877K
GD icon
186
General Dynamics
GD
$99.7B
$824K 0.11%
2,402
-623
-21% -$221K
PG icon
187
Procter & Gamble
PG
$353B
$823K 0.11%
5,697
+2,814
+98% +$427K
ACIW icon
188
ACI Worldwide
ACIW
$5.96B
$823K 0.11%
20,063
+8,402
+72% +$353K
ING icon
189
ING
ING
$93.8B
$817K 0.11%
+31,376
New +$883K
BJ icon
190
BJs Wholesale Club
BJ
$11.9B
$816K 0.11%
8,294
+5,410
+188% +$522K
SLV icon
191
iShares Silver Trust
SLV
$26.9B
$813K 0.11%
11,927
+4,881
+69% +$371K
IWY icon
192
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$812K 0.11%
+3,265
New +$865K
WST icon
193
West Pharmaceutical
WST
$25.6B
$806K 0.11%
3,216
+414
+15% +$103K
SNPS icon
194
Synopsys
SNPS
$79.9B
$806K 0.11%
2,032
+142
+8% +$64.2K
MMSI icon
195
Merit Medical Systems
MMSI
$4.51B
$800K 0.11%
11,602
+4,656
+67% +$364K
CVLT icon
196
Commault Systems
CVLT
$6.2B
$798K 0.1%
10,242
+4,877
+91% +$463K
YUM icon
197
Yum! Brands
YUM
$41.9B
$798K 0.1%
+5,130
New +$812K
APH icon
198
Amphenol
APH
$188B
$786K 0.1%
6,223
+3,883
+166% +$547K
VRSK icon
199
Verisk Analytics
VRSK
$26.4B
$784K 0.1%
4,130
+1,118
+37% +$227K
SNY icon
200
Sanofi
SNY
$106B
$781K 0.1%
+16,217
New +$756K
6 7
8
9 10

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CCIP
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