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
176
$405K 0.13%
4,101
+615
177
$400K 0.13%
+2,021
178
$396K 0.13%
2,211
+77
179
$395K 0.13%
2,243
+330
180
$394K 0.13%
3,470
+1,176
181
$393K 0.13%
17,884
+1,103
182
$393K 0.13%
3,768
+852
183
$392K 0.13%
4,088
+563
184
$392K 0.13%
191
+35
185
$388K 0.13%
14,696
-4,452
186
$384K 0.12%
1,220
+60
187
$382K 0.12%
+12,972
188
$380K 0.12%
7,840
-60
189
$370K 0.12%
2,537
+266
190
$366K 0.12%
4,859
+349
191
$365K 0.12%
4,081
+551
192
$361K 0.12%
+1,418
193
$360K 0.12%
2,700
+384
194
$351K 0.11%
1,631
+198
195
$349K 0.11%
2,154
+266
196
$346K 0.11%
805
+93
197
$342K 0.11%
1,642
+247
198
$335K 0.11%
8,430
-824
199
$333K 0.11%
5,344
+759
200
$331K 0.11%
1,425
+181
6 7
8
9 10