GWA

Gibson Wealth Advisors Portfolio holdings

AUM $146M
1-Year Est. Return 15.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$509K
3
+$464K
4
CI icon
Cigna
CI
+$281K
5
DUK icon
Duke Energy
DUK
+$236K

Top Sells

1
+$1.95M
2
+$205K
3
+$65.3K
4
MMM icon
3M
MMM
+$50K
5
XOM icon
Exxon Mobil
XOM
+$49.6K

Sector Composition

1 Industrials 5.41%
2 Energy 4.29%
3 Technology 3.48%
4 Utilities 2.44%
5 Consumer Staples 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$425K 0.32%
875
27
$411K 0.31%
2,700
-350
28
$386K 0.29%
1,857
29
$330K 0.25%
2,399
30
$321K 0.24%
10,709
31
$298K 0.22%
2,500
32
$292K 0.22%
10,390
33
$290K 0.22%
9,856
34
$289K 0.21%
+873
35
$260K 0.19%
+670
36
$258K 0.19%
5,445
+125
37
$242K 0.18%
866
-100
38
$227K 0.17%
5,000
39
$201K 0.15%
687
40
$162K 0.12%
18,822
-600
1
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