GWA
Gibson Wealth Advisors Portfolio holdings
AUM
$134M
This Quarter Return
+6.26%
1 Year Return
+11.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(+15%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
8.2%
Top 10 Holdings %
Top 10 Hldgs %
87.53%
Holding
38
New
4
Increased
6
Reduced
2
Closed
2
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$22.9M |
| 2 |
Caterpillar
CAT
|
$213K |
| 3 |
McDonald's
MCD
|
$209K |
| 4 |
Enbridge
ENB
|
$203K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$190K |
Top Sells
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$13.1M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$560K |
| 3 |
Devon Energy
DVN
|
$218K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$92.6K |
Sector Composition
| 1 | Industrials | 5.45% |
| 2 | Energy | 3.55% |
| 3 | Technology | 3.51% |
| 4 | Consumer Staples | 2.94% |
| 5 | Utilities | 2.32% |
