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
76
$906K 0.29%
10,591
+621
77
$899K 0.29%
1,775
+120
78
$877K 0.28%
4,893
-55
79
$858K 0.28%
21,138
+3,071
80
$858K 0.28%
81,111
+63,184
81
$842K 0.27%
26,658
+3,368
82
$819K 0.27%
8,229
+825
83
$819K 0.27%
3,885
-216
84
$816K 0.26%
4,006
+576
85
$809K 0.26%
+10,378
86
$798K 0.26%
9,881
+954
87
$798K 0.26%
2,500
+251
88
$794K 0.26%
5,391
-381
89
$793K 0.26%
3,031
+1,076
90
$782K 0.25%
6,672
-1,850
91
$761K 0.25%
4,434
+496
92
$745K 0.24%
1,302
+521
93
$743K 0.24%
8,094
-1,087
94
$736K 0.24%
9,256
+997
95
$733K 0.24%
4,822
+2,222
96
$715K 0.23%
1,898
+529
97
$714K 0.23%
3,445
+356
98
$707K 0.23%
1,616
+224
99
$705K 0.23%
4,863
+1,261
100
$703K 0.23%
2,031
+259
2 3
4
5 6