GWA

Gibson Wealth Advisors Portfolio holdings

AUM $141M
1-Year Est. Return 12.32%
This Quarter Est. Return
1 Year Est. Return
+12.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$19.6M
3
+$13.4M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.3M
5
NSC icon
Norfolk Southern
NSC
+$6.76M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 7.57%
2 Energy 2.69%
3 Consumer Staples 2.16%
4 Utilities 2.09%
5 Technology 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$184K 0.19%
+687
27
$149K 0.15%
+4,580
28
$139K 0.14%
+933
29
$128K 0.13%
+700
30
$120K 0.12%
+1,348
31
$118K 0.12%
+2,000
32
$110K 0.11%
+1,730
33
$108K 0.11%
+338
34
$99K 0.1%
+740
35
$84K 0.09%
+4,000
36
$64K 0.07%
+200
37
$59K 0.06%
+200
38
$55K 0.06%
+377
39
$50K 0.05%
+100
40
$49K 0.05%
+285
41
$49K 0.05%
+368
42
$49K 0.05%
+905
43
$48K 0.05%
+770
44
$47K 0.05%
+140
45
$45K 0.05%
+418
46
$45K 0.05%
+1,075
47
$41K 0.04%
+800
48
$40K 0.04%
+355
49
$37K 0.04%
+400
50
$37K 0.04%
+721
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