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
251
$353K 0.08%
1,294
-185
252
$351K 0.08%
4,783
-199
253
$348K 0.08%
953
-37
254
$348K 0.08%
7,192
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255
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1,565
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256
$342K 0.08%
990
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257
$335K 0.08%
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-501
258
$330K 0.07%
1,740
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259
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5,647
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260
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+128
261
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1,043
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262
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263
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1,367
-382
264
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625
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265
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266
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267
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269
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4,572
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11,129
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271
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6,001
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272
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3,313
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273
$292K 0.07%
879
-134
274
$290K 0.07%
1,881
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275
$288K 0.07%
561
-173
9 10
11
12 13