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
276
$247K 0.06%
+499
277
$247K 0.06%
425
+42
278
$246K 0.06%
+4,114
279
$245K 0.06%
133
-10
280
$245K 0.06%
+3,478
281
$243K 0.06%
6,019
-6,641
282
$242K 0.06%
24,093
+7,816
283
$241K 0.06%
716
+122
284
$241K 0.06%
3,790
+662
285
$239K 0.06%
962
+147
286
$237K 0.06%
1,175
+60
287
$235K 0.06%
874
+45
288
$234K 0.06%
+4,707
289
$234K 0.06%
+3,269
290
$225K 0.05%
+3,523
291
$223K 0.05%
1,078
+164
292
$219K 0.05%
2,205
+117
293
$214K 0.05%
+226
294
$214K 0.05%
+1,170
295
$213K 0.05%
+1,444
296
$213K 0.05%
+939
297
$212K 0.05%
+2,748
298
$212K 0.05%
+4,330
299
$211K 0.05%
+2,660
300
$204K 0.05%
+1,011
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