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
251
$207K 0.07%
+2,157
252
$201K 0.07%
+408
253
$176K 0.06%
16,682
+1,211
254
$155K 0.05%
38,853
-23
255
$145K 0.05%
46,445
+23,822
256
$35.3K 0.01%
10,363
+30
257
$29.6K 0.01%
37,835
258
$15.2K ﹤0.01%
497
+35
259
$11K ﹤0.01%
122,467
260
– –
-2,108
261
– –
-6,583
262
– –
-1,716
263
– –
-1,429
264
– –
-369
265
– –
-5,143
266
– –
-7,051
267
– –
-10,170
268
– –
-8,920
7 8 9 10
11