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
26
$3.03M 0.73%
6,090
+945
27
$3M 0.72%
27,719
+6,352
28
$2.82M 0.68%
21,295
+546
29
$2.74M 0.66%
28,745
-208
30
$2.72M 0.66%
6,809
+4,494
31
$2.71M 0.65%
10,086
-550
32
$2.67M 0.64%
2,861
-539
33
$2.64M 0.64%
4,949
+729
34
$2.63M 0.63%
6,861
+1,055
35
$2.59M 0.62%
45,844
+6,313
36
$2.58M 0.62%
16,523
-2,014
37
$2.51M 0.61%
15,260
+5,214
38
$2.35M 0.57%
51,882
+759
39
$2.33M 0.56%
51,292
+16,455
40
$2.18M 0.53%
20,115
+1,890
41
$2.17M 0.52%
35,097
-552
42
$2.15M 0.52%
42,456
+4,392
43
$2.13M 0.51%
23,754
+371
44
$2.1M 0.51%
28,434
+3,681
45
$2.06M 0.5%
42,234
+1,820
46
$2.04M 0.49%
3,602
+614
47
$2.01M 0.48%
3,489
+1,256
48
$1.98M 0.48%
71,725
+257
49
$1.89M 0.46%
27,266
-453
50
$1.84M 0.44%
5,912
+789
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