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
$174M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10M
3
+$8.15M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$7.52M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$5.24M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.23%
2 Healthcare 8.75%
3 Financials 7%
4 Consumer Discretionary 5.94%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.75%
+7,442
27
$1.29M 0.74%
+35,150
28
$1.22M 0.7%
+6,237
29
$1.18M 0.68%
+13,542
30
$1.15M 0.66%
+3,324
31
$1.14M 0.65%
+22,775
32
$1.13M 0.65%
+11,587
33
$1.1M 0.63%
+30,406
34
$1.07M 0.62%
+10,611
35
$1.06M 0.61%
+1,819
36
$1.01M 0.58%
+59,596
37
$1M 0.58%
+11,510
38
$1M 0.58%
+7,982
39
$971K 0.56%
+5,886
40
$967K 0.56%
+2,444
41
$966K 0.56%
+12,707
42
$957K 0.55%
+8,229
43
$924K 0.53%
+9,289
44
$917K 0.53%
+945
45
$915K 0.53%
+17,302
46
$898K 0.52%
+2,136
47
$897K 0.52%
+11,777
48
$874K 0.5%
+8,617
49
$809K 0.47%
+2,408
50
$803K 0.46%
+18,654
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