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
$97.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$19.6M
3
+$13.4M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.3M
5
NSC icon
Norfolk Southern
NSC
+$6.76M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 7.57%
2 Energy 2.69%
3 Consumer Staples 2.16%
4 Utilities 2.09%
5 Technology 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$36K 0.04%
+847
52
$36K 0.04%
+452
53
$35K 0.04%
+157
54
$34K 0.04%
+400
55
$33K 0.03%
+200
56
$33K 0.03%
+1,012
57
$32K 0.03%
+125
58
$29K 0.03%
+600
59
$28K 0.03%
+98
60
$26K 0.03%
+300
61
$25K 0.03%
+518
62
$24K 0.02%
+541
63
$22K 0.02%
+329
64
$22K 0.02%
+208
65
$20K 0.02%
+1,100
66
$20K 0.02%
+645
67
$19K 0.02%
+100
68
$16K 0.02%
+225
69
$16K 0.02%
+1,961
70
$14K 0.01%
+172
71
$14K 0.01%
+550
72
$14K 0.01%
+252
73
$13K 0.01%
+174
74
$13K 0.01%
+1,000
75
$13K 0.01%
+200
1 2
3
4 5