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
$134M
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$516K
3
+$458K
4
CI icon
Cigna
CI
+$289K
5
CAT icon
Caterpillar
CAT
+$260K

Top Sells

1
+$2.11M
2
+$218K
3
+$63.7K
4
MMM icon
3M
MMM
+$53.3K
5
XOM icon
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
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.06T
$425K 0.32%
875
MMM icon
27
3M
MMM
$81.3B
$411K 0.31%
2,700
-350
TXN icon
28
Texas Instruments
TXN
$161B
$386K 0.29%
1,857
OC icon
29
Owens Corning
OC
$10.6B
$330K 0.25%
2,399
BP icon
30
BP
BP
$85B
$321K 0.24%
10,709
VDE icon
31
Vanguard Energy ETF
VDE
$7.04B
$298K 0.22%
2,500
CCL icon
32
Carnival Corp
CCL
$37.2B
$292K 0.22%
10,390
SBSI icon
33
Southside Bancshares
SBSI
$817M
$290K 0.22%
9,856
CI icon
34
Cigna
CI
$79.9B
$289K 0.21%
+873
CAT icon
35
Caterpillar
CAT
$247B
$260K 0.19%
+670
BAC icon
36
Bank of America
BAC
$376B
$258K 0.19%
5,445
+125
VO icon
37
Vanguard Mid-Cap ETF
VO
$87.5B
$242K 0.18%
866
-100
ENB icon
38
Enbridge
ENB
$103B
$227K 0.17%
5,000
MCD icon
39
McDonald's
MCD
$220B
$201K 0.15%
687
FLO icon
40
Flowers Foods
FLO
$2.69B
$162K 0.12%
18,822
-600
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