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
76
$1.28M 0.31%
17,763
+615
77
$1.27M 0.31%
4,642
+608
78
$1.25M 0.3%
28,318
+3,475
79
$1.25M 0.3%
5,471
+606
80
$1.24M 0.3%
11,818
+1,861
81
$1.24M 0.3%
5,870
+1,035
82
$1.21M 0.29%
2,171
-1,529
83
$1.19M 0.29%
11,492
-92
84
$1.19M 0.29%
+9,094
85
$1.17M 0.28%
10,059
+2,381
86
$1.17M 0.28%
14,923
+2,638
87
$1.15M 0.28%
6,660
+1,376
88
$1.13M 0.27%
7,379
+2,408
89
$1.13M 0.27%
16,622
+2,989
90
$1.12M 0.27%
3,728
+666
91
$1.1M 0.27%
3,531
+302
92
$1.06M 0.26%
2,130
+408
93
$1.05M 0.25%
6,317
+2,962
94
$1.02M 0.25%
13,903
+910
95
$1.02M 0.25%
4,674
+743
96
$1M 0.24%
36,435
+5,669
97
$999K 0.24%
23,946
+2,902
98
$994K 0.24%
4,873
+606
99
$946K 0.23%
2,180
+345
100
$945K 0.23%
5,853
+1,239
2 3
4
5 6