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
$98M
AUM Growth
+$834K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$1.22M
3
+$787K
4
SHW icon
Sherwin-Williams
SHW
+$250K
5
AEP icon
American Electric Power
AEP
+$190K

Top Sells

1
+$16M
2
+$320K
3
+$145K
4
VB icon
Vanguard Small-Cap ETF
VB
+$59.3K
5
THCX
AXS Cannabis ETF
THCX
+$34K

Sector Composition

1 Industrials 7.18%
2 Energy 3.76%
3 Utilities 2.51%
4 Consumer Staples 2.29%
5 Technology 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$46K 0.05%
905
52
$44K 0.04%
1,075
53
$40K 0.04%
1,012
54
$40K 0.04%
800
55
$40K 0.04%
355
56
$39K 0.04%
400
57
$39K 0.04%
847
58
$37K 0.04%
721
59
$36K 0.04%
452
60
$35K 0.04%
+78
61
$33K 0.03%
200
62
$33K 0.03%
157
63
$32K 0.03%
+436
64
$30K 0.03%
600
65
$28K 0.03%
125
66
$25K 0.03%
208
67
$25K 0.03%
518
68
$24K 0.02%
98
69
$24K 0.02%
+462
70
$23K 0.02%
645
71
$22K 0.02%
1,961
72
$22K 0.02%
100
73
$22K 0.02%
541
74
$20K 0.02%
+411
75
$19K 0.02%
225
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3
4 5