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
1
$25.9M 26.4%
113,646
+5,371
2
$17.9M 18.23%
+348,788
3
$12.4M 12.68%
29,922
-770
4
$12.4M 12.64%
207,344
+13,166
5
$6.48M 6.61%
22,709
6
$3.43M 3.5%
16,145
-279
7
$2.42M 2.47%
30,407
-201,040
8
$1.73M 1.77%
10,622
9
$1.61M 1.64%
19,469
10
$1.19M 1.21%
15,224
-342
11
$1.17M 1.2%
10,500
+760
12
$779K 0.79%
11,400
13
$749K 0.76%
14,289
-2,761
14
$674K 0.69%
4,408
+500
15
$661K 0.67%
8,050
+1,600
16
$632K 0.64%
35,405
17
$603K 0.62%
3,455
+95
18
$593K 0.61%
3,540
19
$584K 0.6%
10,500
20
$583K 0.59%
22,672
+4
21
$367K 0.37%
2,002
22
$366K 0.37%
1,537
23
$324K 0.33%
3,248
+1,900
24
$309K 0.32%
875
25
$291K 0.3%
1,521
1
2 3 4 5