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
126
$568K 0.18%
31,964
-2,044
127
$568K 0.18%
28,325
+3,349
128
$566K 0.18%
28,624
-3,725
129
$563K 0.18%
3,380
+1,523
130
$557K 0.18%
1,758
+195
131
$554K 0.18%
3,678
+410
132
$552K 0.18%
3,589
+950
133
$552K 0.18%
3,297
+96
134
$551K 0.18%
8,798
+1,507
135
$549K 0.18%
1,462
+180
136
$546K 0.18%
12,302
-2,045
137
$545K 0.18%
1,186
+427
138
$543K 0.18%
1,483
+236
139
$526K 0.17%
2,666
+460
140
$520K 0.17%
10,423
+1,924
141
$520K 0.17%
1,500
+120
142
$516K 0.17%
1,927
+290
143
$511K 0.17%
2,811
+299
144
$509K 0.16%
3,912
+502
145
$505K 0.16%
1,290
+71
146
$502K 0.16%
4,549
-1,113
147
$499K 0.16%
11,063
-2,977
148
$496K 0.16%
15,864
+2,830
149
$489K 0.16%
+2,459
150
$489K 0.16%
2,237
+262
4 5
6
7 8