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
$87M
AUM Growth
-$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$864K
2
+$410K
3
+$360K
4
PG icon
Procter & Gamble
PG
+$265K
5
PEP icon
PepsiCo
PEP
+$253K

Top Sells

1
+$583K
2
+$328K
3
+$269K
4
BA icon
Boeing
BA
+$20.4K
5
LUV icon
Southwest Airlines
LUV
+$17K

Sector Composition

1 Industrials 6.42%
2 Energy 4.11%
3 Consumer Staples 3.51%
4 Utilities 2.41%
5 Technology 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37K 0.04%
905
52
$36K 0.04%
825
-230
53
$34K 0.04%
300
+100
54
$34K 0.04%
355
55
$33K 0.04%
388
-30
56
$31K 0.04%
452
57
$29K 0.03%
400
58
$27K 0.03%
721
59
$26K 0.03%
157
60
$26K 0.03%
600
61
$22K 0.03%
100
62
$21K 0.02%
208
63
$21K 0.02%
800
64
$21K 0.02%
125
65
$21K 0.02%
518
66
$20K 0.02%
709
67
$20K 0.02%
368
68
$19K 0.02%
1,705
69
$19K 0.02%
98
70
$18K 0.02%
300
71
$16K 0.02%
541
72
$15K 0.02%
645
73
$13K 0.01%
252
74
$13K 0.01%
300
75
$13K 0.01%
148
1 2
3
4 5