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
$107M
AUM Growth
+$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$546K
3
+$481K
4
AAPL icon
Apple
AAPL
+$190K
5
XOM icon
Exxon Mobil
XOM
+$126K

Top Sells

1
+$347K
2
+$121K
3
+$82.5K
4
PEP icon
PepsiCo
PEP
+$62.8K
5
MMM icon
3M
MMM
+$61.1K

Sector Composition

1 Industrials 5.25%
2 Energy 4.15%
3 Technology 3.93%
4 Consumer Staples 3.2%
5 Utilities 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$356K 0.33%
875
27
$319K 0.3%
16,711
28
$319K 0.3%
2,500
+772
29
$319K 0.3%
1,317
-80
30
$312K 0.29%
3,050
-598
31
$272K 0.25%
9,856
32
$259K 0.24%
1,500
33
$218K 0.2%
4,590
34
$212K 0.2%
5,320
35
– –
-1,000
1
2