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
151
$650K 0.16%
3,146
+747
152
$650K 0.16%
2,682
+661
153
$641K 0.15%
3,763
+708
154
$639K 0.15%
6,745
+1,604
155
$639K 0.15%
11,677
+2,668
156
$628K 0.15%
1,082
+250
157
$622K 0.15%
4,268
+678
158
$611K 0.15%
7,612
+1,143
159
$608K 0.15%
13,723
+1,889
160
$606K 0.15%
5,357
+1,390
161
$604K 0.15%
3,578
+554
162
$603K 0.15%
2,069
+309
163
$600K 0.14%
6,859
+1,446
164
$599K 0.14%
11,561
+4,711
165
$590K 0.14%
8,045
+1,894
166
$588K 0.14%
3,543
+860
167
$587K 0.14%
1,736
+715
168
$586K 0.14%
2,907
+838
169
$581K 0.14%
298
+56
170
$580K 0.14%
18,787
+4,755
171
$571K 0.14%
2,127
+645
172
$570K 0.14%
20,140
-802
173
$566K 0.14%
1,009
-167
174
$560K 0.14%
6,210
+1,351
175
$556K 0.13%
1,210
+239
5 6
7
8 9