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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
BP icon
201
BP
BP
$106B
$781K 0.1%
+16,621
New +$651K
CB icon
202
Chubb
CB
$133B
$777K 0.1%
+2,384
New +$765K
FIX icon
203
Comfort Systems
FIX
$59.2B
$776K 0.1%
563
+203
+56% +$258K
AVAV icon
204
AeroVironment
AVAV
$7.56B
$776K 0.1%
4,238
+1,753
+71% +$462K
CSW
205
CSW Industrials
CSW
$4.91B
$772K 0.1%
2,964
+1,129
+62% +$328K
CMCSA icon
206
Comcast
CMCSA
$86.1B
$772K 0.1%
26,896
+3,300
+14% +$98.8K
UBER icon
207
Uber
UBER
$151B
$769K 0.1%
10,687
-1,053
-9% -$81K
BTI icon
208
British American Tobacco
BTI
$136B
$764K 0.1%
+13,071
New +$773K
CASY icon
209
Casey's General Stores
CASY
$30.6B
$755K 0.1%
1,037
-356
-26% -$232K
VMI icon
210
Valmont Industries
VMI
$10.5B
$751K 0.1%
1,880
+1,224
+187% +$534K
VWO icon
211
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$751K 0.1%
+13,890
New +$778K
IJH icon
212
iShares Core S&P Mid-Cap ETF
IJH
$123B
$742K 0.1%
10,995
+6,423
+140% +$446K
IMAX icon
213
IMAX
IMAX
$2.14B
$740K 0.1%
+19,478
New +$724K
SONY icon
214
Sony
SONY
$126B
$738K 0.1%
35,669
-4,906
-12% -$110K
HEI.A icon
215
HEICO Corp Class A
HEI.A
$35B
$730K 0.1%
3,460
+383
+12% +$94.3K
DAR icon
216
Darling Ingredients
DAR
$9.72B
$726K 0.1%
+11,745
New +$578K
ODFL icon
217
Old Dominion Freight Line
ODFL
$49.3B
$723K 0.09%
3,699
+651
+21% +$121K
MDYG icon
218
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.82B
$722K 0.09%
7,527
+4,635
+160% +$454K
ABT icon
219
Abbott
ABT
$172B
$709K 0.09%
6,903
-1,992
-22% -$225K
IEF icon
220
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$704K 0.09%
7,378
+1,531
+26% +$147K
OXY icon
221
Occidental Petroleum
OXY
$53.4B
$696K 0.09%
10,712
+3,540
+49% +$178K
PEN icon
222
Penumbra
PEN
$12.6B
$696K 0.09%
2,119
+1,421
+204% +$481K
CHRW icon
223
C.H. Robinson
CHRW
$24.3B
$692K 0.09%
+4,167
New +$745K
BDX icon
224
Becton Dickinson
BDX
$44.1B
$692K 0.09%
4,400
-31
-0.7% -$5.69K
CXT icon
225
Crane NXT
CXT
$2.99B
$687K 0.09%
16,927
+6,887
+69% +$334K
7 8
9
10 11

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SC
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CFS
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FCA
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CCIP
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