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
1
$1.34B 25.7%
6,931,909
+6,806,828
2
$947M 18.22%
19,884,009
+19,442,048
3
$579M 11.13%
1,638,171
+1,609,692
4
$505M 9.71%
10,081,047
+9,896,736
5
$338M 6.51%
1,430,667
+1,407,958
6
$143M 2.76%
773,563
+759,660
7
$131M 2.53%
1,226,547
+1,207,078
8
$117M 2.25%
669,186
+658,564
9
$101M 1.94%
2,082,583
+2,050,845
10
$75.7M 1.46%
786,500
+776,000
11
$67.4M 1.3%
378,000
+372,000
12
$64.4M 1.24%
630,000
+620,000
13
$57.5M 1.11%
410,004
+403,496
14
$56.7M 1.09%
1,287,720
+1,267,280
15
$53.7M 1.03%
376,031
+372,576
16
$43.1M 0.83%
718,200
+706,800
17
$39.5M 0.76%
1,406,940
+1,384,560
18
$38.6M 0.74%
2,155,293
+2,121,082
19
$38M 0.73%
630,000
+620,000
20
$34.5M 0.66%
378,624
+375,376
21
$34.3M 0.66%
157,500
+155,000
22
$31.4M 0.6%
661,500
+651,000
23
$21M 0.4%
126,126
+124,124
24
$19.7M 0.38%
554,211
+544,355
25
$19.2M 0.37%
157,500
+155,000
1
2 3 4 5