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
101
$435K 0.25%
+7,235
102
$433K 0.25%
+3,371
103
$427K 0.25%
+1,281
104
$424K 0.24%
+25,294
105
$415K 0.24%
+1,133
106
$413K 0.24%
+1,623
107
$413K 0.24%
+10,700
108
$412K 0.24%
+1,999
109
$400K 0.23%
+8,502
110
$399K 0.23%
+2,035
111
$387K 0.22%
+960
112
$385K 0.22%
+1,060
113
$382K 0.22%
+1,894
114
$381K 0.22%
+859
115
$381K 0.22%
+4,025
116
$380K 0.22%
+5,727
117
$373K 0.21%
+14,862
118
$363K 0.21%
+11,021
119
$358K 0.21%
+3,364
120
$357K 0.21%
+5,843
121
$351K 0.2%
+6,731
122
$348K 0.2%
+2,261
123
$344K 0.2%
+1,887
124
$337K 0.19%
+835
125
$334K 0.19%
+1,160
3 4
5
6 7