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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
+6.59%
1 Year Est. Return
+18.55%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$309M
AUM Growth
+$61.4M
Cap. Flow
+$46.5M
Cap. Flow %
15.08%
Top 10 Hldgs %
29.89%
Holding
268
New
36
Increased
183
Reduced
38
Closed
9

Top Buys

1
AAPL icon
Apple
AAPL
+$2.64M
2
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.3M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.24M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.04M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.81M

Top Sells

1
CRM icon
Salesforce
CRM
+$2.03M
2
SECT icon
Main Sector Rotation ETF
SECT
+$1.08M
3
NFLX icon
Netflix
NFLX
+$796K
4
NKE icon
Nike
NKE
+$542K
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
GOVT icon
1
iShares US Treasury Bond ETF
GOVT
$43.6B
$13.7M 4.44%
584,308
+78,337
+15% +$1.81M
SECT icon
2
Main Sector Rotation ETF
SECT
$2.76B
$12.3M 3.97%
227,853
-20,880
-8% -$1.08M
SPMB icon
3
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.01B
$9.39M 3.04%
416,969
+79,827
+24% +$1.77M
SPTL icon
4
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
$9.22M 2.99%
317,072
+42,522
+15% +$1.21M
SHYG icon
5
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
$9.17M 2.97%
211,225
+32,489
+18% +$1.39M
VCIT icon
6
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$8.75M 2.83%
104,419
+16,459
+19% +$1.35M
SPDW icon
7
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.8B
$7.68M 2.49%
204,582
+63,639
+45% +$2.3M
SPYG icon
8
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52.2B
$7.65M 2.48%
92,291
+28,021
+44% +$2.24M
AMZN icon
9
Amazon
AMZN
$2.73T
$7.22M 2.34%
38,745
+1,438
+4% +$262K
SPYV icon
10
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.1B
$7.17M 2.32%
135,675
+40,044
+42% +$2.04M
AAPL icon
11
Apple
AAPL
$4.89T
$6.26M 2.03%
26,875
+11,805
+78% +$2.64M
MSFT icon
12
Microsoft
MSFT
$3.01T
$5.87M 1.9%
13,645
-87
-0.6% -$37.2K
JPST icon
13
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$4.66M 1.51%
91,861
+17,858
+24% +$902K
SLYG icon
14
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.1B
$4.03M 1.31%
43,281
+14,375
+50% +$1.3M
SPSB icon
15
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$4.02M 1.3%
132,735
+23,591
+22% +$708K
ORCL icon
16
Oracle
ORCL
$362B
$3.73M 1.21%
21,871
+11,169
+104% +$1.62M
V icon
17
Visa
V
$689B
$3.43M 1.11%
12,475
+1,462
+13% +$395K
CSMD icon
18
Congress SMid Growth ETF
CSMD
$462M
$3.37M 1.09%
112,727
-691
-0.6% -$20.1K
NOW icon
19
ServiceNow
NOW
$108B
$3.32M 1.08%
18,575
+1,550
+9% +$255K
SPEM icon
20
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$3.05M 0.99%
73,792
+22,762
+45% +$873K
JMBS icon
21
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.76B
$2.93M 0.95%
62,720
+155
+0.2% +$7.12K
JQUA icon
22
JPMorgan US Quality Factor ETF
JQUA
$8.14B
$2.84M 0.92%
50,135
+16,122
+47% +$875K
USHY icon
23
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.8B
$2.82M 0.91%
74,933
+7,320
+11% +$270K
MA icon
24
Mastercard
MA
$484B
$2.8M 0.91%
5,661
+520
+10% +$242K
NVO
25
Novo Nordisk
NVO
$228B
$2.75M 0.89%
23,103
+2,875
+14% +$383K
1
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