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
$121M
AUM Growth
-$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$208K
3
+$96.6K
4
VB icon
Vanguard Small-Cap ETF
VB
+$79K
5
MU icon
Micron Technology
MU
+$84

Top Sells

1
+$395K
2
+$251K
3
+$213K
4
MCD icon
McDonald's
MCD
+$209K
5
NVDA icon
NVIDIA
NVDA
+$59.5K

Sector Composition

1 Industrials 5.06%
2 Technology 3.62%
3 Energy 3.41%
4 Consumer Staples 2.49%
5 Utilities 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.4M 32.48%
135,802
-1,363
2
$23.2M 19.16%
322,825
+17,628
3
$15.6M 12.91%
29,027
+386
4
$12.9M 10.61%
218,203
+1,639
5
$5.33M 4.4%
22,709
6
$2.92M 2.41%
12,136
+329
7
$2.29M 1.89%
21,315
8
$2.24M 1.85%
38,985
-78
9
$1.71M 1.41%
6,829
-66
10
$1.67M 1.38%
12,417
-443
11
$1.63M 1.34%
11,248
12
$1.4M 1.16%
13,000
13
$1.07M 0.89%
6,408
14
$995K 0.82%
10,005
15
$920K 0.76%
6,050
-1,652
16
$750K 0.62%
10,500
17
$702K 0.58%
11,400
18
$623K 0.51%
10,000
19
$576K 0.48%
6,248
20
$536K 0.44%
11,000
21
$444K 0.37%
2,025
22
$409K 0.34%
2,399
23
$401K 0.33%
19,422
-958
24
$397K 0.33%
875
25
$394K 0.32%
3,050
1
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