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
126
$334K 0.19%
+4,326
127
$333K 0.19%
+5,264
128
$332K 0.19%
+18,506
129
$326K 0.19%
+4,165
130
$325K 0.19%
+2,108
131
$325K 0.19%
+19,516
132
$320K 0.18%
+2,182
133
$317K 0.18%
+5,267
134
$314K 0.18%
+1,470
135
$312K 0.18%
+1,168
136
$306K 0.18%
+3,390
137
$302K 0.17%
+5,997
138
$300K 0.17%
+5,529
139
$300K 0.17%
+698
140
$295K 0.17%
+2,298
141
$294K 0.17%
+4,053
142
$293K 0.17%
+1,068
143
$286K 0.16%
+367
144
$284K 0.16%
+5,456
145
$282K 0.16%
+577
146
$281K 0.16%
+3,787
147
$280K 0.16%
+3,574
148
$278K 0.16%
+1,641
149
$278K 0.16%
+15,780
150
$275K 0.16%
+1,632
4 5
6
7 8