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
126
$763K 0.18%
2,082
+142
127
$762K 0.18%
4,461
-848
128
$759K 0.18%
10,594
+666
129
$745K 0.18%
60,000
+10,181
130
$742K 0.18%
8,486
+1,557
131
$738K 0.18%
12,776
+2,058
132
$736K 0.18%
3,023
+656
133
$729K 0.18%
15,918
+2,441
134
$724K 0.17%
22,834
+4,889
135
$722K 0.17%
6,848
-70
136
$716K 0.17%
5,194
+1,625
137
$714K 0.17%
6,054
+1,440
138
$709K 0.17%
2,155
+353
139
$703K 0.17%
23,897
+3,054
140
$701K 0.17%
21,114
+2,966
141
$700K 0.17%
2,140
+452
142
$694K 0.17%
5,487
+798
143
$693K 0.17%
5,425
+1,120
144
$685K 0.17%
2,077
+48
145
$682K 0.16%
8,134
+15
146
$677K 0.16%
11,155
+1,875
147
$674K 0.16%
6,372
+1,479
148
$667K 0.16%
16,964
+3,191
149
$666K 0.16%
6,331
+1,236
150
$655K 0.16%
5,617
+836
4 5
6
7 8