GWA

Gibson Wealth Advisors Portfolio holdings

AUM $146M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$516K
3
+$458K
4
CI icon
Cigna
CI
+$289K
5
CAT icon
Caterpillar
CAT
+$260K

Top Sells

1
+$2.11M
2
+$218K
3
+$63.7K
4
MMM icon
3M
MMM
+$53.3K
5
XOM icon
Exxon Mobil
XOM
+$50K

Sector Composition

1 Industrials 5.41%
2 Energy 4.29%
3 Technology 3.48%
4 Utilities 2.44%
5 Consumer Staples 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.6M 29.49%
130,441
-6,930
2
$25.7M 19.13%
349,252
+7,002
3
$17.6M 13.08%
30,964
+3,322
4
$15.3M 11.36%
221,101
-3,162
5
$5.81M 4.32%
22,709
6
$3.41M 2.53%
31,594
-464
7
$2.86M 2.13%
12,088
-134
8
$2.81M 2.09%
41,809
+1,447
9
$1.96M 1.46%
12,417
10
$1.82M 1.35%
12,698
+1,450
11
$1.77M 1.32%
15,000
+2,000
12
$1.57M 1.16%
5,000
13
$1.4M 1.04%
6,831
+1
14
$1.06M 0.79%
8,050
15
$958K 0.71%
12,105
+100
16
$957K 0.71%
6,008
-400
17
$868K 0.65%
12,596
+1,196
18
$786K 0.58%
10,500
19
$708K 0.53%
10,000
20
$648K 0.48%
6,248
21
$570K 0.42%
19,711
+3,000
22
$494K 0.37%
4,008
+1
23
$466K 0.35%
2,125
24
$458K 0.34%
+2,000
25
$442K 0.33%
1,500
1
2