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
$125M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.28M
3
+$1.03M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$431K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$376K

Top Sells

1
+$712K
2
+$536K

Sector Composition

1 Energy 5.04%
2 Industrials 4.95%
3 Technology 3.14%
4 Consumer Staples 2.72%
5 Utilities 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.8M 30.29%
137,371
+1,569
2
$25.1M 20.17%
342,250
+19,425
3
$14.2M 11.4%
27,642
-1,385
4
$13.9M 11.17%
224,263
+6,060
5
$5.38M 4.32%
22,709
6
$3.81M 3.06%
32,058
+10,743
7
$2.71M 2.17%
12,222
+86
8
$2.45M 1.96%
40,362
+1,377
9
$1.88M 1.51%
11,248
10
$1.59M 1.27%
13,000
11
$1.52M 1.22%
6,830
+1
12
$1.35M 1.08%
12,417
13
$1.21M 0.97%
8,050
+2,000
14
$1.09M 0.88%
6,408
15
$1.08M 0.86%
12,005
+2,000
16
$1.03M 0.82%
+5,000
17
$786K 0.63%
11,400
18
$716K 0.57%
10,000
19
$714K 0.57%
10,500
20
$683K 0.55%
6,248
21
$473K 0.38%
16,711
22
$466K 0.37%
875
23
$448K 0.36%
3,050
24
$404K 0.32%
2,125
+100
25
$373K 0.3%
1,500
1
2