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
$369M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$2.8M
3
+$2.52M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.31M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.25M

Top Sells

1
+$1.55M
2
+$1.23M
3
+$858K
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$848K
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$607K

Sector Composition

1 Technology 16.73%
2 Financials 8.65%
3 Healthcare 8.31%
4 Industrials 6.46%
5 Consumer Discretionary 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$309K 0.08%
6,469
+614
227
$307K 0.08%
3,055
+651
228
$306K 0.08%
7,891
+1,155
229
$299K 0.08%
+1,395
230
$299K 0.08%
+5,948
231
$296K 0.08%
7,948
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232
$294K 0.08%
7,680
-263
233
$293K 0.08%
9,417
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234
$293K 0.08%
1,002
+254
235
$290K 0.08%
6,072
+1,263
236
$289K 0.08%
1,640
+264
237
$289K 0.08%
5,725
+1,000
238
$285K 0.08%
143
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239
$283K 0.08%
975
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240
$282K 0.08%
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241
$281K 0.08%
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243
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2,148
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244
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+2,525
245
$266K 0.07%
+4,407
246
$265K 0.07%
+10,396
247
$264K 0.07%
1,312
+259
248
$263K 0.07%
4,270
+643
249
$263K 0.07%
+4,999
250
$259K 0.07%
3,152
+15
8 9
10
11 12