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
301
$240K 0.05%
11,140
-2,518
302
$239K 0.05%
966
-298
303
$238K 0.05%
2,547
-922
304
$233K 0.05%
+324
305
$233K 0.05%
5,360
+3
306
$228K 0.05%
3,108
-1,156
307
$225K 0.05%
892
308
$223K 0.05%
4,551
-1,212
309
$222K 0.05%
1,807
-312
310
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+4,609
311
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4,363
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312
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5,470
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314
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315
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316
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320
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3,121
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1,287
-333
323
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334
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324
$182K 0.04%
44,712
325
$167K 0.04%
11,770
-3,203
11 12
13
14 15