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
201
$330K 0.11%
170
+33
202
$329K 0.11%
3,021
+369
203
$327K 0.11%
11,039
+809
204
$327K 0.11%
+8,122
205
$322K 0.1%
7,858
+2,058
206
$322K 0.1%
2,968
+1,055
207
$318K 0.1%
+3,789
208
$316K 0.1%
7,480
+2,840
209
$315K 0.1%
7,532
+1,116
210
$309K 0.1%
+3,625
211
$309K 0.1%
5,855
+940
212
$301K 0.1%
+12,088
213
$300K 0.1%
+9,176
214
$298K 0.1%
5,090
-314
215
$297K 0.1%
939
+78
216
$296K 0.1%
+1,123
217
$296K 0.1%
+4,746
218
$290K 0.09%
10,025
+1,260
219
$290K 0.09%
+3,480
220
$289K 0.09%
+1,113
221
$289K 0.09%
5,101
+584
222
$287K 0.09%
4,358
+1,012
223
$287K 0.09%
1,049
-7,918
224
$283K 0.09%
3,137
+15
225
$281K 0.09%
+7,943
7 8
9
10 11