GWA
Gibson Wealth Advisors Portfolio holdings
AUM
$141M
1-Year Est. Return
12.32%
1 Year Est. Return
+12.32%
AUM
$134M
AUM Growth
+$9.8M
(+7.9%)
Holding
40
Top Buys
| 1 | +$1.89M | |
| 2 | +$516K | |
| 3 | +$458K | |
| 4 |
Cigna
CI
|
+$289K |
| 5 |
Caterpillar
CAT
|
+$260K |
Top Sells
| 1 | +$2.11M | |
| 2 | +$218K | |
| 3 | +$63.7K | |
| 4 |
3M
MMM
|
+$53.3K |
| 5 |
Exxon Mobil
XOM
|
+$50K |
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
Berkshire Hathaway Class B
BRK.B
$1.09T
| $425K | 0.32% |
875
|
|
||
|
27
3M
MMM
$91.9B
| $411K | 0.31% |
2,700
-350
|
|
||
28
Texas Instruments
TXN
$166B
| $386K | 0.29% |
1,857
|
|
||
29
Owens Corning
OC
$9.38B
| $330K | 0.25% |
2,399
|
|
||
30
BP
BP
$95.1B
| $321K | 0.24% |
10,709
|
|
||
31
Vanguard Energy ETF
VDE
$7.36B
| $298K | 0.22% |
2,500
|
|
||
32
Carnival Corp
CCL
$34.2B
| $292K | 0.22% |
10,390
|
|
||
33
Southside Bancshares
SBSI
$920M
| $290K | 0.22% |
9,856
|
|
||
|
34
Cigna
CI
$72.2B
| $289K | 0.21% |
+873
|
|
||
|
35
Caterpillar
CAT
$277B
| $260K | 0.19% |
+670
|
|
||
36
Bank of America
BAC
$395B
| $258K | 0.19% |
5,445
+125
|
|
||
37
Vanguard Mid-Cap ETF
VO
$89.4B
| $242K | 0.18% |
866
-100
|
|
||
38
Enbridge
ENB
$104B
| $227K | 0.17% |
5,000
|
|
||
39
McDonald's
MCD
$219B
| $201K | 0.15% |
687
|
|
||
40
Flowers Foods
FLO
$2.34B
| $162K | 0.12% |
18,822
-600
|
|