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
$97.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$19.6M
3
+$13.4M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.3M
5
NSC icon
Norfolk Southern
NSC
+$6.76M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 7.57%
2 Energy 2.69%
3 Consumer Staples 2.16%
4 Utilities 2.09%
5 Technology 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13K 0.01%
+481
77
$13K 0.01%
+175
78
$10K 0.01%
+100
79
$9K 0.01%
+405
80
$8K 0.01%
+50
81
$8K 0.01%
+390
82
$7K 0.01%
+1,000
83
$6K 0.01%
+80
84
$6K 0.01%
+209
85
$5K 0.01%
+127
86
$5K 0.01%
+100
87
$4K ﹤0.01%
+33
88
$3K ﹤0.01%
+90
89
$3K ﹤0.01%
+50
90
$2K ﹤0.01%
+66
91
$2K ﹤0.01%
+200
92
$2K ﹤0.01%
+26
93
$2K ﹤0.01%
+100
94
$2K ﹤0.01%
+95
95
$1K ﹤0.01%
+10
96
$1K ﹤0.01%
+12
97
$1K ﹤0.01%
+32
98
$1K ﹤0.01%
+17
99
$0 ﹤0.01%
+2
100
$0 ﹤0.01%
+42
1 2 3
4
5