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 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
176
$219K 0.13%
+5,909
177
$218K 0.13%
+1,447
178
$216K 0.12%
+1,337
179
$216K 0.12%
+1,604
180
$215K 0.12%
+2,283
181
$214K 0.12%
+3,229
182
$214K 0.12%
+1,844
183
$213K 0.12%
+2,506
184
$213K 0.12%
+7,667
185
$212K 0.12%
+5,487
186
$208K 0.12%
+458
187
$206K 0.12%
+6,052
188
$114K 0.07%
+13,483
189
$57.9K 0.03%
+37,835
190
$48.7K 0.03%
+82,467
191
$23.4K 0.01%
+381
192
$9.24K 0.01%
+1,050