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
$5.2B
AUM Growth
+$5.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.31B
2
+$926M
3
+$569M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$495M
5
NSC icon
Norfolk Southern
NSC
+$333M

Top Sells

1
+$164K
2
+$99K
3
+$72K
4
VTV icon
Vanguard Value ETF
VTV
+$47K
5
CTVA icon
Corteva
CTVA
+$42.5K

Sector Composition

1 Industrials 7.59%
2 Energy 5.08%
3 Consumer Staples 4.08%
4 Utilities 3.15%
5 Technology 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.14M 0.04%
28,495
+28,043
52
$2.02M 0.04%
75,433
+73,686
53
$1.79M 0.03%
37,800
+37,200
54
$1.71M 0.03%
45,423
+44,702
55
$1.67M 0.03%
27,090
+25,360
56
$1.5M 0.03%
14,805
+14,417
57
$1.45M 0.03%
6,300
+6,200
58
$1.44M 0.03%
32,634
+32,116
59
$1.44M 0.03%
13,104
+12,896
60
$1.4M 0.03%
50,400
+49,600
61
$1.29M 0.02%
107,415
+105,710
62
$1.18M 0.02%
+12,400
63
$1.18M 0.02%
18,900
+18,600
64
$1.17M 0.02%
34,083
+33,542
65
$1.04M 0.02%
40,635
+39,990
66
$940K 0.02%
10,962
+10,788
67
$913K 0.02%
18,900
+18,600
68
$903K 0.02%
25,515
+25,110
69
$894K 0.02%
9,324
+9,176
70
$870K 0.02%
15,876
+15,624
71
$797K 0.02%
12,600
+12,400
72
$696K 0.01%
12,096
+11,904
73
$663K 0.01%
63,000
+62,000
74
$616K 0.01%
17,073
+16,802
75
$595K 0.01%
6,300
+6,200
1 2
3
4 5