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
101
$12K ﹤0.01%
252
-573
102
$12K ﹤0.01%
252
+248
103
$8K ﹤0.01%
252
+248
104
$4K ﹤0.01%
126
+124
105
$3K ﹤0.01%
378
+372
106
$2K ﹤0.01%
63
+62
107
$2K ﹤0.01%
63
+62
108
$2K ﹤0.01%
819
+806
109
$1K ﹤0.01%
126
+124
110
$1K ﹤0.01%
126
+124
111
– –
-1,353
112
– –
-19
113
– –
-709
114
– –
-368
115
– –
-98
116
– –
-125
117
– –
-377
118
– –
-338
119
– –
-157
120
– –
-1,100
121
– –
-4,000
122
$0 ﹤0.01%
1,596
+1,554
1 2 3 4
5