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
$309M
AUM Growth
+$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.39M
3
+$2.32M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.12M
5
ORCL icon
Oracle
ORCL
+$1.9M

Top Sells

1
+$2.17M
2
+$1.12M
3
+$844K
4
NKE icon
Nike
NKE
+$611K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$538K

Sector Composition

1 Technology 15.12%
2 Healthcare 9.18%
3 Financials 7.95%
4 Industrials 6.65%
5 Consumer Discretionary 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65M 0.86%
4,284
+1,463
27
$2.55M 0.83%
15,263
-1,727
28
$2.55M 0.83%
4,923
+1,261
29
$2.51M 0.81%
15,156
+2,994
30
$2.48M 0.8%
25,318
-425
31
$2.28M 0.74%
50,124
+16,131
32
$2.22M 0.72%
19,511
+1,575
33
$2.2M 0.71%
44,982
+6,859
34
$2.1M 0.68%
17,308
+2,209
35
$2.1M 0.68%
26,153
+7,870
36
$2.09M 0.68%
9,140
+806
37
$2.03M 0.66%
2,857
-1,190
38
$1.9M 0.62%
53,053
+134
39
$1.89M 0.61%
21,027
+3,453
40
$1.81M 0.59%
33,935
+5,171
41
$1.72M 0.56%
14,146
+6,716
42
$1.7M 0.55%
4,802
+447
43
$1.55M 0.5%
20,386
+6,887
44
$1.54M 0.5%
2,634
+432
45
$1.54M 0.5%
9,055
+831
46
$1.52M 0.49%
3,295
+424
47
$1.48M 0.48%
2,542
+1,256
48
$1.47M 0.48%
22,578
+1,668
49
$1.42M 0.46%
12,880
+1,208
50
$1.38M 0.45%
11,051
+258
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