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
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$32K 0.04%
400
57
$31K 0.03%
847
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$30K 0.03%
800
59
$27K 0.03%
157
60
$26K 0.03%
368
61
$24K 0.03%
600
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$23K 0.03%
208
63
$22K 0.02%
100
64
$22K 0.02%
645
65
$22K 0.02%
125
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$21K 0.02%
200
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$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
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$14K 0.02%
252
74
$14K 0.02%
300
75
$14K 0.02%
148