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
201
$451K 0.11%
4,200
+907
202
$446K 0.11%
3,200
+746
203
$446K 0.11%
6,572
+2,656
204
$445K 0.11%
1,543
+113
205
$444K 0.11%
8,813
+523
206
$437K 0.11%
22,464
-4,304
207
$420K 0.1%
23,782
-654
208
$420K 0.1%
30,563
-2,026
209
$411K 0.1%
18,849
+4,372
210
$410K 0.1%
+2,572
211
$407K 0.1%
7,084
+1,742
212
$404K 0.1%
6,899
+1,900
213
$403K 0.1%
2,407
+807
214
$403K 0.1%
8,341
+393
215
$395K 0.1%
11,935
+2,602
216
$387K 0.09%
6,255
-230
217
$379K 0.09%
3,176
+656
218
$377K 0.09%
7,326
+1,709
219
$375K 0.09%
1,223
-24
220
$374K 0.09%
+2,516
221
$369K 0.09%
1,208
+206
222
$368K 0.09%
1,518
+206
223
$367K 0.09%
1,418
+109
224
$364K 0.09%
14,349
+2,420
225
$360K 0.09%
1,446
-1,005
7 8
9
10 11