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
$415M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.91M
3
+$1.79M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.65M
5
AMZN icon
Amazon
AMZN
+$1.41M

Top Sells

1
+$1.68M
2
+$930K
3
+$855K
4
SFM icon
Sprouts Farmers Market
SFM
+$638K
5
ASML icon
ASML
ASML
+$541K

Sector Composition

1 Technology 15.08%
2 Financials 9.86%
3 Healthcare 9.75%
4 Industrials 6.46%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$359K 0.09%
3,287
+533
227
$357K 0.09%
3,277
+716
228
$350K 0.08%
2,205
+521
229
$349K 0.08%
3,394
+1,328
230
$348K 0.08%
+1,504
231
$344K 0.08%
6,772
+303
232
$342K 0.08%
+4,369
233
$342K 0.08%
2,067
+427
234
$336K 0.08%
1,265
+169
235
$330K 0.08%
+1,398
236
$330K 0.08%
2,997
+849
237
$329K 0.08%
4,522
+115
238
$326K 0.08%
8,430
-6
239
$326K 0.08%
593
+22
240
$323K 0.08%
2,899
+651
241
$315K 0.08%
+2,343
242
$313K 0.08%
925
+321
243
$312K 0.08%
10,432
+2,541
244
$311K 0.08%
6,303
+1,222
245
$308K 0.07%
3,651
-72
246
$308K 0.07%
6,097
+149
247
$305K 0.07%
3,317
+165
248
$304K 0.07%
1,752
-72
249
$301K 0.07%
+10,271
250
$300K 0.07%
+5,452
8 9
10
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