GWA

Gibson Wealth Advisors Portfolio holdings

AUM $146M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$5.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$913K
3
+$644K
4
MU icon
Micron Technology
MU
+$212K
5
JNJ icon
Johnson & Johnson
JNJ
+$209K

Top Sells

1
+$33.9K
2
+$32.2K
3
+$20.3K

Sector Composition

1 Industrials 5.09%
2 Technology 3.51%
3 Energy 3.27%
4 Utilities 2.33%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$582B
$45.7M 31.32%
136,286
+2,724
BND icon
2
Vanguard Total Bond Market
BND
$147B
$29.7M 20.33%
400,460
+21,463
VOO icon
3
Vanguard S&P 500 ETF
VOO
$851B
$18.5M 12.68%
29,495
-54
VXUS icon
4
Vanguard Total International Stock ETF
VXUS
$126B
$17.4M 11.93%
230,751
+8,541
NSC icon
5
Norfolk Southern
NSC
$65.2B
$6.56M 4.49%
22,709
VEU icon
6
Vanguard FTSE All-World ex-US ETF
VEU
$56.5B
$3.09M 2.12%
42,049
+82
VB icon
7
Vanguard Small-Cap ETF
VB
$73.7B
$2.98M 2.04%
11,561
-125
XOM icon
8
Exxon Mobil
XOM
$548B
$2.6M 1.78%
21,564
NVDA icon
9
NVIDIA
NVDA
$4.53T
$2.32M 1.59%
12,417
CVX icon
10
Chevron
CVX
$332B
$1.94M 1.33%
12,698
AAPL icon
11
Apple
AAPL
$3.76T
$1.86M 1.27%
6,833
+1
DUK icon
12
Duke Energy
DUK
$92.7B
$1.76M 1.21%
15,000
MRK icon
13
Merck
MRK
$270B
$1.27M 0.87%
12,105
PEP icon
14
PepsiCo
PEP
$200B
$1.16M 0.79%
8,050
EVRG icon
15
Evergy
EVRG
$17.6B
$913K 0.63%
12,596
SPTM icon
16
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.2B
$866K 0.59%
10,500
PG icon
17
Procter & Gamble
PG
$338B
$861K 0.59%
6,008
AEP icon
18
American Electric Power
AEP
$64.1B
$720K 0.49%
6,248
KO icon
19
Coca-Cola
KO
$303B
$699K 0.48%
10,000
AMZN icon
20
Amazon
AMZN
$2.56T
$508K 0.35%
2,200
+75
T icon
21
AT&T
T
$167B
$490K 0.34%
19,711
IBM icon
22
IBM
IBM
$286B
$444K 0.3%
1,500
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.06T
$440K 0.3%
875
WM icon
24
Waste Management
WM
$89.1B
$439K 0.3%
2,000
MMM icon
25
3M
MMM
$89.1B
$432K 0.3%
2,700
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