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
$98M
AUM Growth
+$834K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$1.22M
3
+$787K
4
SHW icon
Sherwin-Williams
SHW
+$250K
5
AEP icon
American Electric Power
AEP
+$190K

Top Sells

1
+$16M
2
+$320K
3
+$145K
4
VB icon
Vanguard Small-Cap ETF
VB
+$59.3K
5
THCX
AXS Cannabis ETF
THCX
+$34K

Sector Composition

1 Industrials 7.18%
2 Energy 3.76%
3 Utilities 2.51%
4 Consumer Staples 2.29%
5 Technology 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$19K 0.02%
300
77
$18K 0.02%
175
78
$16K 0.02%
+148
79
$16K 0.02%
+300
80
$15K 0.02%
550
81
$15K 0.02%
405
82
$15K 0.02%
252
83
$14K 0.01%
172
84
$13K 0.01%
1,100
85
$13K 0.01%
174
86
$13K 0.01%
200
87
$12K 0.01%
1,000
88
$9K 0.01%
100
89
$8K 0.01%
390
90
$7K 0.01%
+157
91
$6K 0.01%
127
92
$6K 0.01%
209
93
$5K 0.01%
80
94
$5K 0.01%
100
95
$5K 0.01%
50
96
$4K ﹤0.01%
+30
97
$4K ﹤0.01%
33
98
$4K ﹤0.01%
+30
99
$4K ﹤0.01%
+45
100
$4K ﹤0.01%
+111
2 3
4
5 6