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
151
$274K 0.16%
+2,485
152
$270K 0.16%
+2,315
153
$265K 0.15%
+391
154
$262K 0.15%
+2,753
155
$262K 0.15%
+1,110
156
$261K 0.15%
+1,443
157
$261K 0.15%
+36,876
158
$259K 0.15%
+6,049
159
$253K 0.15%
+1,650
160
$249K 0.14%
+3,861
161
$244K 0.14%
+1,234
162
$242K 0.14%
+1,662
163
$236K 0.14%
+2,693
164
$235K 0.13%
+472
165
$234K 0.13%
+1,225
166
$234K 0.13%
+713
167
$231K 0.13%
+2,707
168
$231K 0.13%
+665
169
$230K 0.13%
+7,893
170
$230K 0.13%
+2,425
171
$229K 0.13%
+3,591
172
$228K 0.13%
+1,440
173
$223K 0.13%
+3,107
174
$222K 0.13%
+1,685
175
$222K 0.13%
+6,947
4 5 6
7
8