GWM

Gibbs Wealth Management Portfolio holdings

AUM $759M
1-Year Est. Return 18.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
-$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$2.93M
3
+$1.22M
4
BSX icon
Boston Scientific
BSX
+$1.11M
5
STZ icon
Constellation Brands
STZ
+$961K

Top Sells

1
+$7.44M
2
+$6.42M
3
+$4.55M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.6M
5
ORCL icon
Oracle
ORCL
+$3.03M

Sector Composition

1 Technology 18.97%
2 Financials 8.9%
3 Healthcare 7.67%
4 Industrials 7.47%
5 Consumer Discretionary 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$408K 0.09%
16,026
-1,527
227
$408K 0.09%
3,181
-713
228
$407K 0.09%
4,267
-372
229
$404K 0.09%
25,262
-7,066
230
$403K 0.09%
5,492
-1,676
231
$402K 0.09%
832
-261
232
$395K 0.09%
5,686
-1,148
233
$395K 0.09%
1,345
-241
234
$392K 0.09%
6,275
-1,885
235
$389K 0.09%
5,933
-1,284
236
$388K 0.09%
8,222
-743
237
$386K 0.09%
1,430
+87
238
$382K 0.09%
3,582
-1,033
239
$382K 0.09%
+5,763
240
$382K 0.09%
1,354
-310
241
$382K 0.09%
11,507
-2,239
242
$378K 0.09%
+26,615
243
$378K 0.09%
779
-6,056
244
$374K 0.08%
6,240
-5,117
245
$372K 0.08%
1,572
-112
246
$371K 0.08%
3,241
-729
247
$367K 0.08%
6,126
-11,570
248
$364K 0.08%
7,965
-1,128
249
$363K 0.08%
2,900
-607
250
$354K 0.08%
3,149
-247
8 9
10
11 12