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
$89.7M
AUM Growth
-$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.32M
3
+$1.25M
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$922K
5
SBSI icon
Southside Bancshares
SBSI
+$329K

Top Sells

1
+$886K
2
+$749K
3
+$183K
4
T icon
AT&T
T
+$181K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$85K

Sector Composition

1 Industrials 6.32%
2 Energy 3.99%
3 Consumer Staples 2.79%
4 Utilities 2.63%
5 Technology 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13K 0.01%
405
77
$12K 0.01%
200
78
$12K 0.01%
174
79
$11K 0.01%
550
80
$10K 0.01%
212
-800
81
$10K 0.01%
1,000
82
$10K 0.01%
100
83
$7K 0.01%
75
-100
84
$5K 0.01%
209
85
$5K 0.01%
1,100
86
$4K ﹤0.01%
100
87
$4K ﹤0.01%
33
88
$4K ﹤0.01%
80
89
$4K ﹤0.01%
127
90
$3K ﹤0.01%
390
91
$3K ﹤0.01%
50
92
$3K ﹤0.01%
66
93
$2K ﹤0.01%
50
94
$2K ﹤0.01%
+48
95
$2K ﹤0.01%
200
96
$2K ﹤0.01%
90
97
$1K ﹤0.01%
95
98
$1K ﹤0.01%
100
99
$1K ﹤0.01%
17
100
$1K ﹤0.01%
26
2 3
4
5 6