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
$369M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$2.8M
3
+$2.52M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.31M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.25M

Top Sells

1
+$1.55M
2
+$1.23M
3
+$858K
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$848K
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$607K

Sector Composition

1 Technology 16.73%
2 Financials 8.65%
3 Healthcare 8.31%
4 Industrials 6.46%
5 Consumer Discretionary 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.43%
24,753
+4,672
52
$1.57M 0.42%
27,621
+5,043
53
$1.53M 0.41%
4,660
+770
54
$1.5M 0.41%
13,476
+2,792
55
$1.46M 0.4%
11,094
+1,349
56
$1.46M 0.4%
15,847
+2,967
57
$1.45M 0.39%
12,285
+2,059
58
$1.44M 0.39%
5,584
+864
59
$1.43M 0.39%
18,225
+3,055
60
$1.4M 0.38%
24,473
+4,433
61
$1.39M 0.38%
34,837
+7,020
62
$1.39M 0.38%
83,600
+15,224
63
$1.38M 0.37%
11,411
+360
64
$1.37M 0.37%
1,982
+487
65
$1.33M 0.36%
7,498
+2,676
66
$1.32M 0.36%
14,451
+6,357
67
$1.31M 0.35%
2,233
+931
68
$1.3M 0.35%
2,211
+182
69
$1.24M 0.34%
10,262
+1,841
70
$1.23M 0.33%
12,090
+2,240
71
$1.23M 0.33%
5,115
+1,230
72
$1.2M 0.33%
17,148
-407
73
$1.19M 0.32%
+56,380
74
$1.17M 0.32%
11,584
+2,176
75
$1.15M 0.31%
10,658
+1,770
1 2
3
4 5