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
251
$298K 0.07%
1,661
+370
252
$298K 0.07%
6,799
-1,745
253
$297K 0.07%
2,950
-105
254
$296K 0.07%
583
+59
255
$296K 0.07%
+2,593
256
$295K 0.07%
8,445
+765
257
$295K 0.07%
5,816
+91
258
$292K 0.07%
2,477
+1,082
259
$291K 0.07%
3,137
+815
260
$284K 0.07%
4,580
+924
261
$282K 0.07%
6,683
+611
262
$281K 0.07%
5,555
+1,285
263
$279K 0.07%
4,788
-387
264
$277K 0.07%
+1,666
265
$271K 0.07%
402
+5
266
$270K 0.07%
26,413
+10,122
267
$267K 0.06%
2,529
+4
268
$266K 0.06%
595
+130
269
$266K 0.06%
+419
270
$264K 0.06%
819
+294
271
$260K 0.06%
68,088
+7,948
272
$259K 0.06%
+1,976
273
$252K 0.06%
11,219
+1,802
274
$248K 0.06%
+783
275
$248K 0.06%
4,145
+807
9 10
11
12 13