GWA
Gibson Wealth Advisors Portfolio holdings
AUM
$134M
This Quarter Return
+6.65%
1 Year Return
+11.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$97.2M
AUM Growth
–
Cap. Flow
+$97.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
89.22%
Holding
116
New
116
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$26.1M |
| 2 |
Vanguard Total Bond Market
BND
|
$19.6M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$13.4M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$12.3M |
| 5 |
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% |
