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
101
$3K ﹤0.01%
66
102
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50
103
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90
104
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200
105
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+30
106
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26
107
$2K ﹤0.01%
100
108
$2K ﹤0.01%
95
109
$1K ﹤0.01%
12
110
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32
111
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17
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$0 ﹤0.01%
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– –
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$0 ﹤0.01%
+3
2 3 4
5
6