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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$13.1M
3
+$13M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$12.1M
5
NSC icon
Norfolk Southern
NSC
+$5.79M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 6.27%
2 Energy 4.19%
3 Consumer Staples 3.52%
4 Technology 3.09%
5 Utilities 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.7M 34.4%
+137,344
2
$13.1M 12.59%
+27,189
3
$13M 12.57%
+272,386
4
$12.1M 11.63%
+200,110
5
$5.79M 5.58%
+22,709
6
$2.73M 2.64%
+11,963
7
$2.35M 2.27%
+20,221
8
$2.16M 2.08%
+36,864
9
$1.76M 1.7%
+11,172
10
$1.41M 1.36%
+8,083
11
$1.32M 1.27%
+10,005
12
$1.26M 1.21%
+13,000
13
$1.16M 1.12%
+12,860
14
$1.12M 1.08%
+6,908
15
$1.03M 0.99%
+5,994
16
$674K 0.65%
+10,500
17
$612K 0.59%
+10,000
18
$609K 0.59%
+11,400
19
$538K 0.52%
+6,248
20
$505K 0.49%
+21,280
21
$467K 0.45%
+11,000
22
$400K 0.39%
+2,399
23
$385K 0.37%
+3,266
24
$368K 0.35%
+875
25
$349K 0.34%
+1,397
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