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
$5.2B
AUM Growth
+$5.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.31B
2
+$926M
3
+$569M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$495M
5
NSC icon
Norfolk Southern
NSC
+$333M

Top Sells

1
+$164K
2
+$99K
3
+$72K
4
VTV icon
Vanguard Value ETF
VTV
+$47K
5
CTVA icon
Corteva
CTVA
+$42.5K

Sector Composition

1 Industrials 7.59%
2 Energy 5.08%
3 Consumer Staples 4.08%
4 Utilities 3.15%
5 Technology 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.8M 0.32%
82,215
+80,813
27
$14.6M 0.28%
142,802
+141,128
28
$14.6M 0.28%
63,000
+62,000
29
$13M 0.25%
94,500
+93,000
30
$12.3M 0.24%
315,000
+310,000
31
$11.4M 0.22%
43,281
+42,594
32
$11.3M 0.22%
+762,000
33
$8.12M 0.16%
82,600
+82,300
34
$7.99M 0.15%
228,690
+225,060
35
$5.8M 0.11%
+163,937
36
$5.77M 0.11%
86,751
+85,374
37
$5.53M 0.11%
47,250
+46,500
38
$4.45M 0.09%
391,134
+384,666
39
$4.08M 0.08%
32,130
+31,620
40
$3.66M 0.07%
48,510
+47,740
41
$3.34M 0.06%
6,300
+6,200
42
$3.1M 0.06%
17,955
+17,670
43
$2.9M 0.06%
8,820
+8,680
44
$2.8M 0.05%
12,600
+12,400
45
$2.76M 0.05%
12,600
+12,400
46
$2.58M 0.05%
57,015
+56,110
47
$2.38M 0.05%
22,365
+22,010
48
$2.38M 0.05%
+18,724
49
$2.34M 0.05%
7,875
+7,000
50
$2.27M 0.04%
25,200
+24,800
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