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
$89.7M
AUM Growth
-$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.32M
3
+$1.25M
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$922K
5
SBSI icon
Southside Bancshares
SBSI
+$329K

Top Sells

1
+$886K
2
+$749K
3
+$183K
4
T icon
AT&T
T
+$181K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$85K

Sector Composition

1 Industrials 6.32%
2 Energy 3.99%
3 Consumer Staples 2.79%
4 Utilities 2.63%
5 Technology 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$39K 0.04%
200
52
$37K 0.04%
721
53
$37K 0.04%
452
54
$36K 0.04%
355
55
$34K 0.04%
140
56
$32K 0.04%
400
57
$31K 0.03%
847
58
$30K 0.03%
800
59
$27K 0.03%
157
60
$26K 0.03%
368
61
$24K 0.03%
600
62
$23K 0.03%
208
63
$22K 0.02%
100
64
$22K 0.02%
645
65
$22K 0.02%
125
66
$21K 0.02%
200
67
$20K 0.02%
+709
68
$20K 0.02%
518
69
$19K 0.02%
98
70
$17K 0.02%
541
71
$17K 0.02%
1,705
-256
72
$16K 0.02%
300
73
$14K 0.02%
252
74
$14K 0.02%
300
75
$14K 0.02%
148
1 2
3
4 5