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
51
$1.84M 0.44%
11,591
+1,329
52
$1.78M 0.43%
14,271
+2,181
53
$1.71M 0.41%
49,092
+814
54
$1.71M 0.41%
11,373
+791
55
$1.7M 0.41%
28,536
+915
56
$1.66M 0.4%
19,660
+3,813
57
$1.61M 0.39%
63,542
+7,162
58
$1.61M 0.39%
9,420
+1,922
59
$1.59M 0.38%
16,130
+2,654
60
$1.59M 0.38%
28,038
+3,565
61
$1.57M 0.38%
6,722
+1,138
62
$1.55M 0.37%
12,953
+1,859
63
$1.54M 0.37%
5,926
+1,405
64
$1.49M 0.36%
6,077
+962
65
$1.48M 0.36%
12,141
+1,483
66
$1.44M 0.35%
86,136
+2,536
67
$1.43M 0.35%
6,393
+1,733
68
$1.42M 0.34%
1,778
-2,110
69
$1.39M 0.33%
8,292
+1,730
70
$1.39M 0.33%
2,466
+255
71
$1.37M 0.33%
13,925
+10,260
72
$1.32M 0.32%
11,677
+266
73
$1.29M 0.31%
14,108
-343
74
$1.29M 0.31%
2,469
+368
75
$1.28M 0.31%
34,606
+5,382
1 2
3
4 5