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
$89.7M
AUM Growth
-$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.32M
3
+$1.25M
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$922K
5
SBSI icon
Southside Bancshares
SBSI
+$329K

Top Sells

1
+$886K
2
+$749K
3
+$183K
4
T icon
AT&T
T
+$181K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$85K

Sector Composition

1 Industrials 6.32%
2 Energy 3.99%
3 Consumer Staples 2.79%
4 Utilities 2.63%
5 Technology 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$239K 0.27%
875
27
$224K 0.25%
1,000
28
$212K 0.24%
1,500
+760
29
$211K 0.24%
5,000
+2,150
30
$208K 0.23%
1,521
31
$181K 0.2%
1,674
+741
32
$170K 0.19%
687
33
$106K 0.12%
1,730
34
$106K 0.12%
3,630
35
$99K 0.11%
4,000
36
$97K 0.11%
1,377
37
$96K 0.11%
750
38
$87K 0.1%
+6,468
39
$75K 0.08%
338
40
$69K 0.08%
510
41
$59K 0.07%
770
42
$54K 0.06%
1,055
+1,051
43
$52K 0.06%
941
+937
44
$51K 0.06%
285
45
$51K 0.06%
100
46
$50K 0.06%
922
+918
47
$50K 0.06%
377
48
$41K 0.05%
200
49
$41K 0.05%
905
50
$40K 0.04%
418
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