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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 %
96.72%
Top 10 Hldgs %
37.03%
Holding
192
New
192
Increased
–
Reduced
–
Closed
–

Top Buys

1
SECT icon
Main Sector Rotation ETF
SECT
+$12.3M
2
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$9.98M
3
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$8.14M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$7.48M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$5.24M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.23%
2 Healthcare 8.75%
3 Financials 7%
4 Consumer Discretionary 5.94%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SECT icon
1
Main Sector Rotation ETF
SECT
$2.77B
$12.9M 7.41%
+256,035
New +$12.3M
GOVT icon
2
iShares US Treasury Bond ETF
GOVT
$43.6B
$10M 5.75%
+439,217
New +$9.98M
SPMB icon
3
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.01B
$8.15M 4.68%
+375,252
New +$8.14M
SHYG icon
4
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
$7.52M 4.32%
+176,794
New +$7.48M
SPSB icon
5
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$5.24M 3.01%
+176,121
New +$5.24M
VCIT icon
6
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$5.23M 3.01%
+65,006
New +$5.22M
AMZN icon
7
Amazon
AMZN
$2.69T
$5.01M 2.88%
+27,768
New +$4.64M
MSFT icon
8
Microsoft
MSFT
$2.98T
$4.04M 2.32%
+9,604
New +$3.89M
SPDW icon
9
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.8B
$3.3M 1.9%
+92,160
New +$3.17M
SPTL icon
10
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
$3.03M 1.74%
+108,340
New +$3.02M
JPST icon
11
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$2.61M 1.5%
+51,718
New +$2.6M
AAPL icon
12
Apple
AAPL
$4.89T
$2.34M 1.34%
+13,622
New +$2.48M
NFLX icon
13
Netflix
NFLX
$313B
$2.25M 1.29%
+36,990
New +$2.09M
SPYV icon
14
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$2.1M 1.21%
+42,007
New +$2M
V icon
15
Visa
V
$694B
$2.06M 1.18%
+7,374
New +$2.04M
SPYG icon
16
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52.2B
$1.95M 1.12%
+26,717
New +$1.86M
NVO
17
Novo Nordisk
NVO
$228B
$1.88M 1.08%
+14,613
New +$1.74M
NOW icon
18
ServiceNow
NOW
$107B
$1.85M 1.06%
+12,130
New +$1.84M
CRM icon
19
Salesforce
CRM
$141B
$1.81M 1.04%
+6,013
New +$1.73M
MA icon
20
Mastercard
MA
$487B
$1.74M 1%
+3,606
New +$1.65M
JNK icon
21
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.37B
$1.65M 0.95%
+17,310
New +$1.64M
GOOG icon
22
Alphabet (Google) Class C
GOOG
$4.32T
$1.64M 0.94%
+10,776
New +$1.56M
ABT icon
23
Abbott
ABT
$172B
$1.41M 0.81%
+12,404
New +$1.42M
ADBE icon
24
Adobe
ADBE
$93.5B
$1.33M 0.76%
+2,636
New +$1.51M
GOOGL icon
25
Alphabet (Google) Class A
GOOGL
$4.33T
$1.31M 0.75%
+8,669
New +$1.24M
1
2 3 4 5

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