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
201
$535K 0.12%
5,178
+480
202
$533K 0.12%
1,861
-367
203
$527K 0.12%
2,708
-720
204
$526K 0.12%
+5,257
205
$520K 0.12%
6,251
-959
206
$520K 0.12%
3,858
-798
207
$519K 0.12%
4,674
-724
208
$519K 0.12%
3,457
-608
209
$512K 0.12%
6,096
-248
210
$504K 0.11%
953
-189
211
$492K 0.11%
4,524
-1,126
212
$489K 0.11%
592
-432
213
$482K 0.11%
3,423
-700
214
$481K 0.11%
1,982
-341
215
$476K 0.11%
1,216
-217
216
$472K 0.11%
2,663
-576
217
$472K 0.11%
12,233
-2,233
218
$464K 0.1%
6,034
-975
219
$461K 0.1%
6,957
-5,314
220
$455K 0.1%
3,170
-655
221
$440K 0.1%
5,906
-1,593
222
$430K 0.1%
4,585
-9,285
223
$423K 0.1%
1,864
-384
224
$417K 0.09%
13,262
-1,943
225
$409K 0.09%
1,242
-4
7 8
9
10 11