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
$87M
AUM Growth
-$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$864K
2
+$410K
3
+$360K
4
PG icon
Procter & Gamble
PG
+$265K
5
PEP icon
PepsiCo
PEP
+$253K

Top Sells

1
+$583K
2
+$328K
3
+$269K
4
BA icon
Boeing
BA
+$20.4K
5
LUV icon
Southwest Airlines
LUV
+$17K

Sector Composition

1 Industrials 6.42%
2 Energy 4.11%
3 Consumer Staples 3.51%
4 Utilities 2.41%
5 Technology 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$254K 0.29%
2,500
27
$234K 0.27%
875
28
$205K 0.24%
1,000
29
$186K 0.21%
5,000
30
$178K 0.2%
1,500
31
$164K 0.19%
1,353
-168
32
$159K 0.18%
687
33
$155K 0.18%
1,674
34
$111K 0.13%
3,630
35
$99K 0.11%
1,730
36
$99K 0.11%
4,000
37
$88K 0.1%
1,377
38
$85K 0.1%
750
39
$74K 0.09%
6,468
40
$72K 0.08%
338
41
$57K 0.07%
510
42
$55K 0.06%
770
43
$53K 0.06%
922
44
$51K 0.06%
100
45
$47K 0.05%
377
46
$47K 0.05%
285
47
$41K 0.05%
200
48
$41K 0.05%
200
49
$38K 0.04%
140
50
$37K 0.04%
1,747
-502
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2
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