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
51
$1.74M 0.39%
18,261
-3,578
52
$1.73M 0.39%
12,326
+354
53
$1.72M 0.39%
11,675
-460
54
$1.71M 0.39%
18,137
-49,427
55
$1.68M 0.38%
4,934
-1,327
56
$1.66M 0.37%
9,268
-2,352
57
$1.64M 0.37%
19,601
-2,018
58
$1.62M 0.37%
14,107
-3,932
59
$1.52M 0.34%
6,161
-1,208
60
$1.51M 0.34%
52,491
-13,209
61
$1.49M 0.34%
2,748
-686
62
$1.47M 0.33%
21,972
-5,082
63
$1.43M 0.32%
8,844
-3,575
64
$1.43M 0.32%
2,143
-384
65
$1.42M 0.32%
2,222
-357
66
$1.34M 0.3%
3,943
-840
67
$1.34M 0.3%
2,002
-995
68
$1.31M 0.3%
5,147
-1,615
69
$1.3M 0.29%
3,696
-4,772
70
$1.3M 0.29%
10,518
-2,125
71
$1.3M 0.29%
6,333
-1,251
72
$1.3M 0.29%
1,994
+979
73
$1.29M 0.29%
8,326
-1,403
74
$1.28M 0.29%
24,894
-5,111
75
$1.27M 0.29%
12,957
+7,982
1 2
3
4 5