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
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+42
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5