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
101
$1.01M 0.23%
+4,689
102
$999K 0.23%
15,776
-816
103
$997K 0.23%
4,143
-3,565
104
$994K 0.22%
11,777
-1,981
105
$984K 0.22%
4,283
-972
106
$984K 0.22%
4,251
-2,069
107
$984K 0.22%
3,124
-440
108
$967K 0.22%
7,038
-1,089
109
$957K 0.22%
1,402
+1,033
110
$956K 0.22%
9,415
-4,441
111
$945K 0.21%
11,279
-2,914
112
$944K 0.21%
4,533
-765
113
$927K 0.21%
4,567
-1,272
114
$916K 0.21%
3,492
-727
115
$916K 0.21%
8,885
-896
116
$913K 0.21%
5,744
-1,265
117
$911K 0.21%
28,981
-6,117
118
$908K 0.21%
19,012
-4,883
119
$903K 0.2%
5,078
-987
120
$897K 0.2%
14,624
-2,352
121
$897K 0.2%
5,950
+716
122
$892K 0.2%
11,670
+2,725
123
$891K 0.2%
67,701
-10,390
124
$889K 0.2%
8,345
-5,450
125
$878K 0.2%
2,832
-655
3 4
5
6 7