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
51
$1.33M 0.43%
20,081
+1,090
52
$1.28M 0.42%
6,554
+546
53
$1.25M 0.4%
27,817
+3,448
54
$1.25M 0.4%
1,495
+258
55
$1.24M 0.4%
9,745
+617
56
$1.22M 0.4%
15,170
+1,317
57
$1.19M 0.39%
4,142
+545
58
$1.17M 0.38%
2,029
-9
59
$1.17M 0.38%
3,890
+511
60
$1.16M 0.38%
+2,025
61
$1.15M 0.37%
22,699
+5,295
62
$1.15M 0.37%
4,720
+1,891
63
$1.15M 0.37%
18,285
+4,227
64
$1.13M 0.37%
68,376
+9,476
65
$1.1M 0.36%
10,226
+1,905
66
$1.05M 0.34%
20,040
+2,382
67
$1.03M 0.33%
24,616
+2,972
68
$1.03M 0.33%
10,684
+2,975
69
$1.02M 0.33%
8,888
+1,189
70
$1.02M 0.33%
8,421
-86
71
$1.02M 0.33%
9,850
+1,107
72
$992K 0.32%
17,555
+1,899
73
$984K 0.32%
3,255
+425
74
$979K 0.32%
4,062
+590
75
$953K 0.31%
9,408
-867
1 2
3
4 5