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
$107M
AUM Growth
+$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$546K
3
+$481K
4
AAPL icon
Apple
AAPL
+$190K
5
XOM icon
Exxon Mobil
XOM
+$126K

Top Sells

1
+$347K
2
+$121K
3
+$82.5K
4
PEP icon
PepsiCo
PEP
+$62.8K
5
MMM icon
3M
MMM
+$61.1K

Sector Composition

1 Industrials 5.25%
2 Energy 4.15%
3 Technology 3.93%
4 Consumer Staples 3.2%
5 Utilities 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.2M 34.85%
139,141
+1,797
2
$14.1M 13.24%
28,280
+1,091
3
$13.1M 12.26%
269,894
-2,492
4
$13M 12.14%
214,981
+14,871
5
$4.88M 4.56%
22,709
6
$2.57M 2.4%
11,779
-184
7
$2.45M 2.3%
21,315
+1,094
8
$2.13M 1.99%
36,295
-569
9
$1.76M 1.65%
11,248
+76
10
$1.59M 1.49%
12,860
11
$1.45M 1.36%
6,894
+900
12
$1.3M 1.22%
13,000
13
$1.27M 1.19%
7,702
-381
14
$1.24M 1.16%
10,005
15
$1.06M 0.99%
6,408
-500
16
$697K 0.65%
10,500
17
$637K 0.6%
10,000
18
$604K 0.57%
11,400
19
$548K 0.51%
6,248
20
$508K 0.48%
3,866
+600
21
$484K 0.45%
11,000
22
$452K 0.42%
20,380
-900
23
$417K 0.39%
2,399
24
$389K 0.36%
2,002
25
$372K 0.35%
1,925
1
2