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
$5.2B
AUM Growth
+$5.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.31B
2
+$926M
3
+$569M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$495M
5
NSC icon
Norfolk Southern
NSC
+$333M

Top Sells

1
+$164K
2
+$99K
3
+$72K
4
VTV icon
Vanguard Value ETF
VTV
+$47K
5
CTVA icon
Corteva
CTVA
+$42.5K

Sector Composition

1 Industrials 7.59%
2 Energy 5.08%
3 Consumer Staples 4.08%
4 Utilities 3.15%
5 Technology 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$574K 0.01%
4,725
+4,650
77
$310K 0.01%
2,079
+2,046
78
$285K 0.01%
6,300
+6,200
79
$267K 0.01%
+9,064
80
$262K 0.01%
5,040
+4,960
81
$212K ﹤0.01%
24,570
+24,180
82
$194K ﹤0.01%
8,001
+7,874
83
$158K ﹤0.01%
4,158
+4,092
84
$153K ﹤0.01%
3,150
+3,100
85
$107K ﹤0.01%
8,712
+8,448
86
$99K ﹤0.01%
5,670
+5,580
87
$98K ﹤0.01%
6,300
+6,200
88
$90K ﹤0.01%
+270
89
$88K ﹤0.01%
1,638
+1,612
90
$81K ﹤0.01%
5,985
+5,890
91
$49K ﹤0.01%
2,016
+1,984
92
$37K ﹤0.01%
1,071
+1,054
93
$33K ﹤0.01%
2,772
+2,728
94
$31K ﹤0.01%
504
+496
95
$25K ﹤0.01%
258
+254
96
$22K ﹤0.01%
189
+186
97
$21K ﹤0.01%
1,449
+1,426
98
$16K ﹤0.01%
252
-670
99
$14K ﹤0.01%
189
+186
100
$14K ﹤0.01%
189
+186
1 2 3
4
5