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
$123M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$213K
3
+$209K
4
ENB icon
Enbridge
ENB
+$203K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$190K

Top Sells

1
+$13.1M
2
+$560K
3
+$218K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$92.6K

Sector Composition

1 Industrials 5.45%
2 Energy 3.55%
3 Technology 3.51%
4 Consumer Staples 2.94%
5 Utilities 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$401K 0.33%
3,866
27
$377K 0.31%
2,025
+100
28
$368K 0.3%
16,711
29
$332K 0.27%
1,500
30
$329K 0.27%
9,856
31
$306K 0.25%
2,500
32
$255K 0.21%
966
-351
33
$213K 0.17%
+545
34
$211K 0.17%
5,320
35
$209K 0.17%
+687
36
$203K 0.17%
+5,000
37
– –
-269,894
38
– –
-4,590
1
2