GWA
Gibson Wealth Advisors Portfolio holdings
AUM
$149M
1-Year Est. Return
17.18%
This Fund
S&P 500
1 Year Est. Return
+17.18%
AUM
$149M
AUM Growth
+$3.33M
(+2.3%)
Holding
37
Top Buys
| 1 | +$1.37M | |
| 2 | +$1.16M | |
| 3 | +$213K | |
| 4 |
Southern Company
SO
|
+$206K |
| 5 |
Devon Energy
DVN
|
+$197K |
Top Sells
| 1 | +$20.4K | |
| 2 | +$12.1K | |
| 3 | +$10.3K | |
| 4 |
ProShares Ultra S&P500
SSO
|
+$686 |
Sector Composition
| 1 | Industrials | 4.94% |
| 2 | Energy | 4.55% |
| 3 | Technology | 3.24% |
| 4 | Utilities | 2.84% |
| 5 | Consumer Staples | 1.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
IBM
IBM
$238B
| $364K | 0.24% |
1,500
|
|
||
27
Texas Instruments
TXN
$209B
| $316K | 0.21% |
1,626
-60
|
|
||
28
Southside Bancshares
SBSI
$993M
| $306K | 0.21% |
9,856
|
|
||
29
Enbridge
ENB
$115B
| $271K | 0.18% |
5,000
|
|
||
30
Micron Technology
MU
$513B
| $251K | 0.17% |
744
|
|
||
31
Vanguard Mid-Cap ETF
VO
$98.6B
| $249K | 0.17% |
866
|
|
||
32
Johnson & Johnson
JNJ
$564B
| $247K | 0.17% |
1,010
|
|
||
|
33
Devon Energy
DVN
$27.5B
| $231K | 0.15% |
+4,590
|
|
||
|
34
ProShares Ultra S&P500
SSO
$7.06B
| $223K | 0.15% |
4,294
-12
|
|
||
|
35
Southern Company
SO
$107B
| $215K | 0.14% |
+2,232
|
|
||
36
McDonald's
MCD
$221B
| $214K | 0.14% |
687
|
|
||
37
Pinnacle West Capital
PNW
$12.6B
| $202K | 0.14% |
+2,000
|
|