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
$123M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$213K
3
+$209K
4
ENB icon
Enbridge
ENB
+$203K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$190K

Top Sells

1
+$13.1M
2
+$560K
3
+$218K
4
VO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.8M 31.61%
137,165
-1,976
2
$22.9M 18.65%
+305,197
3
$15.1M 12.3%
28,641
+361
4
$14M 11.41%
216,564
+1,583
5
$5.64M 4.59%
22,709
6
$2.8M 2.28%
11,807
+28
7
$2.5M 2.03%
21,315
8
$2.46M 2%
39,063
+2,768
9
$1.66M 1.35%
11,248
10
$1.61M 1.31%
6,895
+1
11
$1.56M 1.27%
12,860
12
$1.5M 1.22%
13,000
13
$1.31M 1.07%
7,702
14
$1.14M 0.92%
10,005
15
$1.11M 0.9%
6,408
16
$736K 0.6%
10,500
17
$719K 0.58%
10,000
18
$707K 0.58%
11,400
19
$641K 0.52%
6,248
20
$570K 0.46%
11,000
21
$470K 0.38%
20,380
22
$424K 0.34%
2,399
23
$417K 0.34%
3,050
24
$414K 0.34%
2,002
25
$403K 0.33%
875
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