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
$97.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1 +$26.1M
2 +$19.6M
3 +$13.4M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.3M
5
NSC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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