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GSWA

Good Steward Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 13.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$4.14M
3
+$3.13M
4
EMBD icon
Global X Emerging Markets Bond ETF
EMBD
+$2.49M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.24M

Top Sells

1
+$9.57M
2
+$5.96M
3
+$771K
4
AMGN icon
Amgen
AMGN
+$364K
5
GILD icon
Gilead Sciences
GILD
+$310K

Sector Composition

1 Technology 4.52%
2 Industrials 3.18%
3 Energy 2.59%
4 Utilities 1.91%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 1.32%
7,475
+642
27
$1.64M 1.13%
21,659
-1,305
28
$1.1M 0.76%
10,705
-1,502
29
$899K 0.62%
37,535
+4,868
30
$878K 0.61%
2,661
-185
31
$770K 0.53%
1,684
+43
32
$555K 0.38%
34,839
+22,944
33
$550K 0.38%
1,957
-580
34
$485K 0.34%
1,017
+4
35
$466K 0.32%
+17,046
36
$460K 0.32%
1,459
-599
37
$448K 0.31%
5,340
-627
38
$438K 0.3%
3,540
-1,197
39
$436K 0.3%
2,336
-304
40
$436K 0.3%
1,984
+61
41
$436K 0.3%
2,835
-435
42
$433K 0.3%
+12,055
43
$417K 0.29%
2,688
-1,275
44
$409K 0.28%
1,569
-41
45
$396K 0.27%
4,176
-1,239
46
$377K 0.26%
1,007
-129
47
$368K 0.25%
907
-108
48
$356K 0.25%
2,127
-462
49
$351K 0.24%
2,061
-59
50
$340K 0.24%
5,368
-4,354
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