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
251
$255K 0.07%
+571
252
$255K 0.07%
1,096
+71
253
$254K 0.07%
2,754
+168
254
$251K 0.07%
5,081
+571
255
$250K 0.07%
+2,066
256
$249K 0.07%
1,115
+2
257
$248K 0.07%
524
+116
258
$246K 0.07%
829
+61
259
$242K 0.07%
1,291
+258
260
$241K 0.07%
+2,561
261
$240K 0.07%
+1,358
262
$237K 0.06%
3,128
+678
263
$236K 0.06%
+586
264
$236K 0.06%
+2,322
265
$234K 0.06%
3,916
+787
266
$226K 0.06%
+397
267
$226K 0.06%
465
+69
268
$223K 0.06%
525
-1,269
269
$221K 0.06%
+383
270
$219K 0.06%
+2,248
271
$215K 0.06%
+3,656
272
$214K 0.06%
+398
273
$213K 0.06%
+3,338
274
$213K 0.06%
+914
275
$210K 0.06%
+2,088
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