GWA
Gibson Wealth Advisors Portfolio holdings
AUM
$146M
1-Year Est. Return
15.88%
This Fund
S&P 500
1 Year Est. Return
+15.88%
AUM
$146M
AUM Growth
+$5.26M
(+3.7%)
Holding
34
Top Buys
| 1 | +$1.6M | |
| 2 | +$906K | |
| 3 | +$638K | |
| 4 |
Johnson & Johnson
JNJ
|
+$200K |
| 5 |
Micron Technology
MU
|
+$171K |
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 | |
|---|---|---|---|---|---|---|
26
Vanguard Energy ETF
VDE
$9.11B
| $315K | 0.22% |
2,500
|
|
||
27
Southside Bancshares
SBSI
$928M
| $300K | 0.21% |
9,856
|
|
||
28
Texas Instruments
TXN
$180B
| $293K | 0.2% |
1,686
-117
|
|
||
29
Vanguard Mid-Cap ETF
VO
$94.5B
| $251K | 0.17% |
866
|
|
||
30
ProShares Ultra S&P500
SSO
$6.67B
| $249K | 0.17% |
4,306
|
|
||
31
Enbridge
ENB
$118B
| $239K | 0.16% |
5,000
|
|
||
|
32
Micron Technology
MU
$447B
| $212K | 0.15% |
+744
|
|
||
33
McDonald's
MCD
$233B
| $210K | 0.14% |
687
|
|
||
|
34
Johnson & Johnson
JNJ
$577B
| $209K | 0.14% |
+1,010
|
|