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
1
$22.4M 25.81%
125,081
+4,813
2
$21.3M 24.45%
441,961
+7,477
3
$9.35M 10.75%
28,479
-1,776
4
$8.44M 9.7%
184,311
-5,872
5
$4.76M 5.47%
22,709
6
$2.38M 2.73%
13,903
-1,922
7
$1.7M 1.95%
19,469
8
$1.53M 1.75%
10,622
9
$1.41M 1.62%
31,738
+5,256
10
$980K 1.13%
6,000
+1,550
11
$977K 1.12%
10,500
12
$863K 0.99%
20,440
13
$861K 0.99%
10,000
+1,950
14
$822K 0.95%
6,508
+2,100
15
$677K 0.78%
11,400
16
$560K 0.64%
10,000
+4,000
17
$553K 0.64%
22,380
-296
18
$525K 0.6%
34,211
+7,470
19
$477K 0.55%
3,455
20
$463K 0.53%
10,500
21
$410K 0.47%
+2,500
22
$349K 0.4%
9,856
23
$310K 0.36%
2,002
24
$281K 0.32%
3,248
25
$264K 0.3%
1,402
-50
1
2 3 4 5