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
101
$701K 0.23%
4,121
+1,071
102
$700K 0.23%
1,794
+111
103
$683K 0.22%
3,380
+988
104
$674K 0.22%
16,979
-735
105
$672K 0.22%
759
+115
106
$640K 0.21%
2,753
+246
107
$638K 0.21%
13,966
-1,435
108
$635K 0.21%
2,344
+294
109
$628K 0.2%
6,759
+2,031
110
$621K 0.2%
2,040
+91
111
$619K 0.2%
8,620
+1,701
112
$619K 0.2%
5,499
+436
113
$617K 0.2%
6,350
+1,036
114
$617K 0.2%
1,522
+229
115
$616K 0.2%
17,961
-1,143
116
$614K 0.2%
2,572
+323
117
$614K 0.2%
3,884
+423
118
$607K 0.2%
7,543
+613
119
$603K 0.2%
11,564
-1,093
120
$599K 0.19%
11,794
+1,587
121
$598K 0.19%
990
+121
122
$594K 0.19%
11,771
-6,465
123
$590K 0.19%
2,008
+235
124
$586K 0.19%
16,975
+1,270
125
$575K 0.19%
622
+74
3 4
5
6 7