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
301
$204K 0.05%
+3,401
302
$203K 0.05%
+1,015
303
$202K 0.05%
+2,290
304
$202K 0.05%
+4,403
305
$164K 0.04%
+11,347
306
$91K 0.02%
44,712
+5,859
307
$12K ﹤0.01%
10,338
-25
308
– –
-1,987
309
– –
-8,960
310
– –
-964
311
– –
-975
312
– –
-398
313
– –
-1,879
314
– –
-7,216
315
– –
-5,453
316
– –
-5,021
317
– –
-1,471
318
– –
-3,699
319
– –
-12,847
320
– –
-10,396
321
– –
-1,358
9 10 11 12
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