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
$309M
AUM Growth
+$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.39M
3
+$2.32M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.12M
5
ORCL icon
Oracle
ORCL
+$1.9M

Top Sells

1
+$2.17M
2
+$1.12M
3
+$844K
4
NKE icon
Nike
NKE
+$611K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$538K

Sector Composition

1 Technology 15.12%
2 Healthcare 9.18%
3 Financials 7.95%
4 Industrials 6.65%
5 Consumer Discretionary 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$280K 0.09%
1,231
+186
227
$274K 0.09%
+2,813
228
$273K 0.09%
1,376
+157
229
$269K 0.09%
6,736
+1,138
230
$266K 0.09%
4,748
+700
231
$265K 0.09%
+2,586
232
$261K 0.08%
+1,917
233
$249K 0.08%
+903
234
$248K 0.08%
+2,359
235
$246K 0.08%
+3,736
236
$242K 0.08%
2,404
-196
237
$241K 0.08%
+852
238
$239K 0.08%
4,725
-326
239
$234K 0.08%
7,724
+634
240
$233K 0.08%
3,627
+455
241
$232K 0.08%
+4,510
242
$231K 0.08%
+396
243
$231K 0.07%
+3,129
244
$226K 0.07%
+1,025
245
$220K 0.07%
+4,809
246
$217K 0.07%
2,450
-6,913
247
$213K 0.07%
+1,033
248
$211K 0.07%
+1,053
249
$208K 0.07%
+768
250
$207K 0.07%
+748
7 8 9
10
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