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
101
$930K 0.22%
7,818
+627
102
$917K 0.22%
2,880
+578
103
$914K 0.22%
5,792
+1,476
104
$912K 0.22%
15,266
+1,889
105
$906K 0.22%
3,884
+1,007
106
$901K 0.22%
10,258
-1,127
107
$890K 0.21%
4,089
+728
108
$861K 0.21%
4,109
+868
109
$859K 0.21%
9,994
+2,619
110
$851K 0.21%
13,952
+2,485
111
$850K 0.2%
10,726
+1,781
112
$843K 0.2%
10,206
+1,353
113
$843K 0.2%
22,259
+7,571
114
$842K 0.2%
1,853
+367
115
$834K 0.2%
8,387
-102
116
$834K 0.2%
2,801
+532
117
$828K 0.2%
48,224
+13,366
118
$821K 0.2%
9,447
+2,221
119
$806K 0.19%
7,258
+2,206
120
$795K 0.19%
11,202
+535
121
$794K 0.19%
4,175
+1,074
122
$775K 0.19%
5,337
+1,574
123
$772K 0.19%
1,165
-817
124
$769K 0.19%
4,238
+912
125
$765K 0.18%
1,823
+231
3 4
5
6 7