GWA

Gibson Wealth Advisors Portfolio holdings

AUM $149M
1-Year Est. Return 17.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$986K
3
+$225K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$78.7K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$10.9K

Top Sells

1
+$1.57M
2
+$1.12M
3
+$834K
4
MU icon
Micron Technology
MU
+$494K
5
OC icon
Owens Corning
OC
+$330K

Sector Composition

1 Industrials 5.46%
2 Technology 3.42%
3 Energy 3.31%
4 Utilities 2.5%
5 Consumer Staples 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$331K 0.24%
1,803
-54
27
$315K 0.22%
2,500
28
$278K 0.2%
9,856
29
$254K 0.18%
866
30
$252K 0.18%
5,000
31
$241K 0.17%
+4,306
32
$209K 0.15%
687
33
– –
-5,445
34
– –
-10,709
35
– –
-670
36
– –
-10,390
37
– –
-873
38
– –
-18,822
39
– –
-4,008
40
– –
-2,399
41
– –
-5,000
1
2