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
151
$486K 0.16%
9,399
+2,188
152
$484K 0.16%
2,971
+996
153
$480K 0.16%
4,889
-3,488
154
$479K 0.16%
2,954
+714
155
$475K 0.15%
2,740
-819
156
$472K 0.15%
2,135
+415
157
$458K 0.15%
938
+25
158
$452K 0.15%
4,096
-9
159
$452K 0.15%
3,918
+419
160
$449K 0.15%
4,589
+527
161
$446K 0.14%
32,020
-3,791
162
$443K 0.14%
1,685
+171
163
$440K 0.14%
6,105
+715
164
$439K 0.14%
11,311
+4,010
165
$438K 0.14%
5,314
+383
166
$438K 0.14%
4,376
+713
167
$437K 0.14%
21,978
+2,039
168
$436K 0.14%
2,177
-221
169
$433K 0.14%
5,911
+536
170
$426K 0.14%
+4,343
171
$424K 0.14%
2,541
+387
172
$420K 0.14%
4,429
+559
173
$420K 0.14%
+7,849
174
$417K 0.14%
8,303
+3,215
175
$416K 0.13%
2,058
+294
5 6
7
8 9