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
$369M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$2.8M
3
+$2.52M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.31M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.25M

Top Sells

1
+$1.55M
2
+$1.23M
3
+$858K
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$848K
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$607K

Sector Composition

1 Technology 16.73%
2 Financials 8.65%
3 Healthcare 8.31%
4 Industrials 6.46%
5 Consumer Discretionary 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$477K 0.13%
20,942
+3,058
177
$473K 0.13%
4,893
+792
178
$468K 0.13%
+9,009
179
$465K 0.13%
+2,399
180
$460K 0.12%
13,668
+2,629
181
$457K 0.12%
2,021
+390
182
$454K 0.12%
32,589
+569
183
$453K 0.12%
5,141
+712
184
$443K 0.12%
14,032
+4,856
185
$442K 0.12%
4,788
+700
186
$438K 0.12%
2,540
+386
187
$437K 0.12%
2,683
+440
188
$416K 0.11%
8,290
-3,481
189
$415K 0.11%
26,768
+4,790
190
$414K 0.11%
1,977
+292
191
$413K 0.11%
4,640
+722
192
$412K 0.11%
242
+51
193
$408K 0.11%
+5,342
194
$408K 0.11%
971
+166
195
$407K 0.11%
11,667
+356
196
$402K 0.11%
1,247
+27
197
$399K 0.11%
6,381
+1,037
198
$396K 0.11%
+964
199
$394K 0.11%
3,015
+478
200
$393K 0.11%
1,331
+428
6 7
8
9 10