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
$121M
AUM Growth
-$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$208K
3
+$96.6K
4
VB icon
Vanguard Small-Cap ETF
VB
+$79K
5
MU icon
Micron Technology
MU
+$84

Top Sells

1
+$395K
2
+$251K
3
+$213K
4
MCD icon
McDonald's
MCD
+$209K
5
NVDA icon
NVIDIA
NVDA
+$59.5K

Sector Composition

1 Industrials 5.06%
2 Technology 3.62%
3 Energy 3.41%
4 Consumer Staples 2.49%
5 Utilities 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$381K 0.31%
16,711
27
$348K 0.29%
1,857
-145
28
$330K 0.27%
1,500
29
$325K 0.27%
3,867
+1
30
$313K 0.26%
9,856
31
$303K 0.25%
2,500
32
$255K 0.21%
966
33
$234K 0.19%
5,320
34
$212K 0.18%
5,000
35
– –
-687
36
– –
-545
1
2