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
$98M
AUM Growth
+$834K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$1.22M
3
+$787K
4
SHW icon
Sherwin-Williams
SHW
+$250K
5
AEP icon
American Electric Power
AEP
+$190K

Top Sells

1
+$16M
2
+$320K
3
+$145K
4
VB icon
Vanguard Small-Cap ETF
VB
+$59.3K
5
THCX
AXS Cannabis ETF
THCX
+$34K

Sector Composition

1 Industrials 7.18%
2 Energy 3.76%
3 Utilities 2.51%
4 Consumer Staples 2.29%
5 Technology 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$268K 0.27%
2,500
-107
27
$250K 0.26%
+1,000
28
$226K 0.23%
3,650
+1,650
29
$183K 0.19%
6,600
30
$170K 0.17%
687
31
$131K 0.13%
+2,850
32
$116K 0.12%
933
33
$115K 0.12%
750
+50
34
$115K 0.12%
1,730
35
$110K 0.11%
3,630
-950
36
$102K 0.1%
4,000
37
$99K 0.1%
1,377
+1,048
38
$97K 0.1%
338
39
$96K 0.1%
740
40
$85K 0.09%
+789
41
$63K 0.06%
510
+500
42
$56K 0.06%
770
43
$56K 0.06%
377
44
$51K 0.05%
200
45
$51K 0.05%
285
46
$51K 0.05%
100
47
$50K 0.05%
140
48
$49K 0.05%
418
49
$48K 0.05%
200
50
$46K 0.05%
905
1
2
3 4 5