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
$125M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.28M
3
+$1.03M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$431K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$376K

Top Sells

1
+$712K
2
+$536K

Sector Composition

1 Energy 5.04%
2 Industrials 4.95%
3 Technology 3.14%
4 Consumer Staples 2.72%
5 Utilities 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$369K 0.3%
19,422
27
$362K 0.29%
+10,709
28
$348K 0.28%
4,007
+140
29
$343K 0.27%
2,399
30
$334K 0.27%
1,857
31
$324K 0.26%
2,500
32
$285K 0.23%
9,856
33
$250K 0.2%
966
34
$222K 0.18%
5,320
35
$222K 0.18%
5,000
36
$215K 0.17%
+687
37
$203K 0.16%
+10,390
38
– –
-11,000
1
2