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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
-0.82%
1 Year Est. Return
+18.55%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$415M
AUM Growth
+$46.2M
Cap. Flow
+$56.6M
Cap. Flow %
13.66%
Top 10 Hldgs %
28.3%
Holding
321
New
36
Increased
236
Reduced
35
Closed
14

Top Buys

1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.13M
2
LLY icon
Eli Lilly
LLY
+$1.93M
3
AON icon
Aon
AON
+$1.72M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.62M
5
AMZN icon
Amazon
AMZN
+$1.61M

Top Sells

1
NOW icon
ServiceNow
NOW
+$2.03M
2
CP icon
Canadian Pacific Kansas City
CP
+$930K
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$899K
4
SFM icon
Sprouts Farmers Market
SFM
+$638K
5
ASML icon
ASML
ASML
+$594K

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
GOVT icon
1
iShares US Treasury Bond ETF
GOVT
$43.6B
$17.3M 4.18%
753,956
+71,663
+11% +$1.62M
SPYG icon
2
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52.2B
$15.7M 3.78%
195,292
+24,348
+14% +$2.13M
VCIT icon
3
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$12M 2.88%
146,343
+13,183
+10% +$1.07M
SPMB icon
4
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.01B
$11.9M 2.87%
539,655
+53,549
+11% +$1.16M
SPDW icon
5
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.8B
$11.4M 2.76%
314,306
+35,764
+13% +$1.29M
SHYG icon
6
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
$11.4M 2.75%
267,901
+21,394
+9% +$918K
SECT icon
7
Main Sector Rotation ETF
SECT
$2.77B
$11.3M 2.72%
221,287
-1,661
-0.7% -$91.1K
AMZN icon
8
Amazon
AMZN
$2.69T
$8.97M 2.16%
47,153
+7,433
+19% +$1.61M
SPYV icon
9
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$8.77M 2.12%
171,797
+22,716
+15% +$1.18M
SPTL icon
10
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
$8.62M 2.08%
316,144
+31,437
+11% +$838K
MSFT icon
11
Microsoft
MSFT
$2.98T
$7.54M 1.82%
20,095
+3,248
+19% +$1.32M
AAPL icon
12
Apple
AAPL
$4.89T
$7.39M 1.78%
33,263
+2,279
+7% +$528K
V icon
13
Visa
V
$694B
$6.21M 1.5%
17,728
+2,844
+19% +$962K
LLY icon
14
Eli Lilly
LLY
$1.04T
$5.54M 1.34%
6,707
+2,317
+53% +$1.93M
JPST icon
15
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$5.38M 1.3%
106,196
+8,061
+8% +$407K
SPSB icon
16
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$5.36M 1.29%
177,913
+10,239
+6% +$307K
ORCL icon
17
Oracle
ORCL
$358B
$5.22M 1.26%
37,310
+8,670
+30% +$1.41M
MA icon
18
Mastercard
MA
$487B
$4.31M 1.04%
7,863
+1,156
+17% +$629K
SPSM icon
19
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17B
$4.24M 1.02%
104,116
+14,237
+16% +$627K
SLYG icon
20
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.1B
$4.22M 1.02%
50,853
+7,197
+16% +$642K
SPEM icon
21
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$4.17M 1%
105,799
+13,527
+15% +$530K
ABT icon
22
Abbott
ABT
$172B
$3.54M 0.85%
26,711
+3,796
+17% +$483K
USHY icon
23
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.8B
$3.44M 0.83%
93,322
+4,944
+6% +$183K
SHOP icon
24
Shopify
SHOP
$162B
$3.31M 0.8%
34,622
+4,054
+13% +$442K
GOOGL icon
25
Alphabet (Google) Class A
GOOGL
$4.33T
$3.19M 0.77%
20,608
+2,255
+12% +$409K
1
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