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
$174M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10M
3
+$8.15M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$7.52M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$5.24M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.23%
2 Healthcare 8.75%
3 Financials 7%
4 Consumer Discretionary 5.94%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$575K 0.33%
+5,941
77
$573K 0.33%
+3,385
78
$561K 0.32%
+1,991
79
$553K 0.32%
+6,345
80
$552K 0.32%
+6,260
81
$551K 0.32%
+1,786
82
$545K 0.31%
+6,563
83
$542K 0.31%
+3,250
84
$531K 0.31%
+12,153
85
$527K 0.3%
+1,106
86
$519K 0.3%
+3,199
87
$518K 0.3%
+30,205
88
$513K 0.29%
+13,532
89
$513K 0.29%
+3,121
90
$510K 0.29%
+37,321
91
$510K 0.29%
+2,399
92
$494K 0.28%
+939
93
$494K 0.28%
+13,646
94
$493K 0.28%
+1,807
95
$493K 0.28%
+12,639
96
$484K 0.28%
+1,522
97
$475K 0.27%
+2,599
98
$452K 0.26%
+1,179
99
$448K 0.26%
+2,680
100
$444K 0.26%
+5,562
2 3
4
5 6