GWA
Gibson Wealth Advisors Portfolio holdings
AUM
$134M
This Quarter Return
-5.69%
1 Year Return
+11.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$87M
AUM Growth
+$87M
(-3.1%)
Cap. Flow
+$1.61M
Cap. Flow
% of AUM
1.85%
Top 10 Holdings %
Top 10 Hldgs %
85.36%
Holding
135
New
6
Increased
9
Reduced
11
Closed
10
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$864K |
| 2 |
Caterpillar
CAT
|
$410K |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$360K |
| 4 |
Procter & Gamble
PG
|
$265K |
| 5 |
PepsiCo
PEP
|
$253K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$583K |
| 2 |
Vanguard Small-Cap ETF
VB
|
$328K |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$269K |
| 4 |
Boeing
BA
|
$20.4K |
| 5 |
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% |
