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
26
$3.05M 0.69%
25,420
-9,280
27
$3.05M 0.69%
69,303
+12,916
28
$3.03M 0.68%
80,116
-16,988
29
$2.91M 0.66%
17,374
-4,941
30
$2.88M 0.65%
6,465
-2,501
31
$2.74M 0.62%
3,736
-681
32
$2.48M 0.56%
39,346
-19,580
33
$2.35M 0.53%
51,368
-8,308
34
$2.33M 0.53%
8,716
-2,297
35
$2.29M 0.52%
68,690
-9,150
36
$2.21M 0.5%
13,096
-4,705
37
$2.17M 0.49%
14,813
-2,584
38
$2.15M 0.49%
3,784
-573
39
$2.13M 0.48%
4,246
-859
40
$2.13M 0.48%
10,379
+3,524
41
$2.09M 0.47%
15,626
-18,022
42
$1.99M 0.45%
39,163
-10,924
43
$1.97M 0.45%
5,530
-2,426
44
$1.86M 0.42%
27,166
-6,818
45
$1.85M 0.42%
21,825
-2,679
46
$1.8M 0.41%
9,805
-1,690
47
$1.8M 0.41%
8,359
-2,381
48
$1.76M 0.4%
5,589
-1,848
49
$1.75M 0.4%
36,286
-7,898
50
$1.74M 0.39%
48,692
-7,964
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