GWM

Gibbs Wealth Management Portfolio holdings

AUM $759M
1-Year Est. Return 18.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
-$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$2.93M
3
+$1.22M
4
BSX icon
Boston Scientific
BSX
+$1.11M
5
STZ icon
Constellation Brands
STZ
+$961K

Top Sells

1
+$7.44M
2
+$6.42M
3
+$4.55M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.6M
5
ORCL icon
Oracle
ORCL
+$3.03M

Sector Composition

1 Technology 18.97%
2 Financials 8.9%
3 Healthcare 7.67%
4 Industrials 7.47%
5 Consumer Discretionary 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$605K 0.14%
6,449
-1,167
177
$601K 0.14%
4,280
-645
178
$598K 0.14%
5,022
-740
179
$595K 0.13%
3,398
-276
180
$594K 0.13%
990
-743
181
$594K 0.13%
5,745
-1,149
182
$594K 0.13%
3,895
-810
183
$592K 0.13%
1,780
-372
184
$590K 0.13%
11,466
-2,500
185
$585K 0.13%
20,705
-4,474
186
$584K 0.13%
1,352
-73
187
$577K 0.13%
2,978
+1,597
188
$576K 0.13%
11,429
+2,815
189
$576K 0.13%
5,972
-1,327
190
$570K 0.13%
16,679
-9,043
191
$566K 0.13%
15,867
+2,210
192
$566K 0.13%
17,526
-3,931
193
$560K 0.13%
3,642
-1,411
194
$554K 0.13%
+20,470
195
$550K 0.12%
+15,579
196
$544K 0.12%
2,726
-659
197
$541K 0.12%
8,036
-1,655
198
$538K 0.12%
3,325
-100
199
$536K 0.12%
+3,889
200
$536K 0.12%
2,261
-385
6 7
8
9 10