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
176
$553K 0.13%
3,189
+736
177
$540K 0.13%
7,594
+1,524
178
$533K 0.13%
15,870
+2,202
179
$531K 0.13%
3,282
+742
180
$531K 0.13%
14,982
+3,315
181
$528K 0.13%
8,403
+4,404
182
$523K 0.13%
11,728
+2,832
183
$513K 0.12%
15,545
-2,416
184
$510K 0.12%
2,526
+549
185
$509K 0.12%
5,337
-20
186
$506K 0.12%
6,301
+1,513
187
$506K 0.12%
8,781
+2,400
188
$502K 0.12%
5,597
+793
189
$498K 0.12%
4,441
+490
190
$496K 0.12%
3,805
+790
191
$493K 0.12%
2,815
+119
192
$489K 0.12%
+6,571
193
$484K 0.12%
998
+412
194
$479K 0.12%
1,021
+32
195
$475K 0.11%
5,860
+1,220
196
$471K 0.11%
+23,761
197
$468K 0.11%
1,788
+457
198
$468K 0.11%
2,539
+593
199
$456K 0.11%
+14,724
200
$454K 0.11%
12,812
+3,233
6 7
8
9 10