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GWM
Gibbs Wealth Management Portfolio holdings
AUM
$762M
1-Year Est. Return
18.55%
This Fund
S&P 500
This Quarter
Est. Return
+6.62%
1 Year Est. Return
+18.55%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$174M
AUM Growth
–
Cap. Flow
+$168M
Cap. Flow
% of AUM
96.72%
Top 10 Holdings %
Top 10 Hldgs %
37.03%
Holding
192
New
192
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Main Sector Rotation ETF
SECT
|
+$12.3M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
+$9.98M |
| 3 |
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
|
+$8.14M |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$7.48M |
| 5 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$5.24M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 47.31% |
| 2 | Technology | 14.23% |
| 3 | Healthcare | 8.75% |
| 4 | Financials | 7% |
| 5 | Consumer Discretionary | 5.94% |
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Gibbs Wealth Management's Q1 2024 Portfolio in Review
Q1 2024 is the first quarter with a 13F filing on record for Gibbs Wealth Management, which disclosed 192 positions worth $174M. Its ten largest holdings account for 37% of the portfolio.
Its largest position is Main Sector Rotation ETF: 256,035 shares worth $12.9M.
By sector, the portfolio is most concentrated in Miscellaneous at 47% of assets, followed by Technology and Healthcare.
- Gibbs Wealth Management's largest Q1 2024 buy was Main Sector Rotation ETF: 256,035 shares worth $12.9M.
- Gibbs Wealth Management's ten largest holdings make up 37% of its $174M portfolio in Q1 2024.
- Gibbs Wealth Management disclosed 192 positions in Q1 2024, its first 13F filing on record.
Based on Gibbs Wealth Management's 13F filing for Q1 2024, filed 4 Nov 2025.