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
$89.7M
AUM Growth
-$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.32M
3
+$1.25M
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$922K
5
SBSI icon
Southside Bancshares
SBSI
+$329K

Top Sells

1
+$886K
2
+$749K
3
+$183K
4
T icon
AT&T
T
+$181K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$85K

Sector Composition

1 Industrials 6.32%
2 Energy 3.99%
3 Consumer Staples 2.79%
4 Utilities 2.63%
5 Technology 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-157
127
$0 ﹤0.01%
4
128
$0 ﹤0.01%
2
129
$0 ﹤0.01%
100
130
– –
-42
131
$0 ﹤0.01%
1
132
$0 ﹤0.01%
3
-30,404
133
– –
-14,289
134
$0 ﹤0.01%
3
-15,221
2 3 4 5
6