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
$87M
AUM Growth
-$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$864K
2
+$410K
3
+$360K
4
PG icon
Procter & Gamble
PG
+$265K
5
PEP icon
PepsiCo
PEP
+$253K

Top Sells

1
+$583K
2
+$328K
3
+$269K
4
BA icon
Boeing
BA
+$20.4K
5
LUV icon
Southwest Airlines
LUV
+$17K

Sector Composition

1 Industrials 6.42%
2 Energy 4.11%
3 Consumer Staples 3.51%
4 Utilities 2.41%
5 Technology 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13K 0.01%
174
77
$11K 0.01%
200
78
$10K 0.01%
192
-20
79
$10K 0.01%
405
80
$8K 0.01%
75
81
$8K 0.01%
271
-576
82
$8K 0.01%
1,000
83
$8K 0.01%
100
84
$6K 0.01%
1,100
85
$5K 0.01%
33
86
$4K ﹤0.01%
100
87
$4K ﹤0.01%
80
88
$4K ﹤0.01%
127
89
$3K ﹤0.01%
390
90
$3K ﹤0.01%
50
91
$3K ﹤0.01%
+264
92
$2K ﹤0.01%
100
93
$2K ﹤0.01%
66
94
$1K ﹤0.01%
95
95
$1K ﹤0.01%
17
96
$1K ﹤0.01%
+19
97
$1K ﹤0.01%
26
98
$1K ﹤0.01%
32
99
$1K ﹤0.01%
8
100
$1K ﹤0.01%
90
1 2 3
4
5