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
1
$26.1M 26.9%
+108,275
2
$19.6M 20.19%
+231,447
3
$13.4M 13.79%
+30,692
4
$12.3M 12.7%
+194,178
5
$6.76M 6.96%
+22,709
6
$3.71M 3.82%
+16,424
7
$1.26M 1.29%
+15,566
8
$1.25M 1.28%
+10,622
9
$1.19M 1.23%
+19,469
10
$1.02M 1.05%
+9,740
11
$940K 0.97%
+17,050
12
$782K 0.8%
+11,400
13
$658K 0.68%
+35,405
14
$639K 0.66%
+3,908
15
$623K 0.64%
+22,668
16
$615K 0.63%
+3,540
17
$614K 0.63%
+10,500
18
$597K 0.61%
+3,360
19
$494K 0.51%
+6,450
20
$392K 0.4%
+1,537
21
$377K 0.39%
+2,002
22
$306K 0.31%
+1,521
23
$262K 0.27%
+875
24
$202K 0.21%
+2,607
25
$195K 0.2%
+6,600
1
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