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
76
$1.27M 0.29%
3,563
-49
77
$1.25M 0.28%
22,143
-5,957
78
$1.24M 0.28%
6,674
-580
79
$1.22M 0.27%
11,664
-2,261
80
$1.21M 0.27%
21,739
-2,360
81
$1.2M 0.27%
23,766
-5,292
82
$1.2M 0.27%
2,044
-412
83
$1.18M 0.27%
15,646
-3,108
84
$1.13M 0.26%
75,746
-15,555
85
$1.13M 0.25%
3,263
-413
86
$1.12M 0.25%
6,342
-971
87
$1.11M 0.25%
14,444
-147
88
$1.11M 0.25%
8,621
-3,036
89
$1.08M 0.24%
5,727
-1,086
90
$1.08M 0.24%
6,493
-2,671
91
$1.07M 0.24%
+2,165
92
$1.05M 0.24%
3,471
-317
93
$1.05M 0.24%
1,863
-445
94
$1.05M 0.24%
11,133
-2,038
95
$1.05M 0.24%
+10,750
96
$1.05M 0.24%
1,080
-225
97
$1.03M 0.23%
5,505
-1,146
98
$1.03M 0.23%
5,502
-1,137
99
$1.02M 0.23%
1,104
-211
100
$1.01M 0.23%
8,312
-6,263
2 3
4
5 6