GSWA
Good Steward Wealth Advisors Portfolio holdings
AUM $128M
This Quarter Return
+2.01%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
41.14%
Holding
127
New
127
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $9.79M | |
| 2 | $6.54M | |
| 3 | $4.41M | |
| 4 | $4.3M | |
| 5 | $3.99M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 7.18% |
| 2 | Technology | 7.03% |
| 3 | Energy | 6.84% |
| 4 | Financials | 6.08% |
| 5 | Utilities | 5.55% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $571K | 0.52% | +22,515 | New | +$571K | |||
| $570K | 0.52% | +2,015 | New | +$570K | |||
| $562K | 0.51% | +5,147 | New | +$562K | |||
| $533K | 0.48% | +10,176 | New | +$533K | |||
| $504K | 0.46% | +3,360 | New | +$504K | |||
| $503K | 0.46% | +9,066 | New | +$503K | |||
| $496K | 0.45% | +6,919 | New | +$496K | |||
| $479K | 0.44% | +580 | New | +$479K | |||
| $478K | 0.43% | +16,754 | New | +$478K | |||
| $471K | 0.43% | +6,657 | New | +$471K | |||
| $463K | 0.42% | +2,431 | New | +$463K | |||
| $460K | 0.42% | +1,256 | New | +$460K | |||
| $451K | 0.41% | +9,563 | New | +$451K | |||
| $449K | 0.41% | +1,960 | New | +$449K | |||
| $444K | 0.4% | +3,808 | New | +$444K | |||
| $432K | 0.39% | +3,260 | New | +$432K | |||
| $425K | 0.39% | +6,473 | New | +$425K | |||
| $423K | 0.39% | +1,706 | New | +$423K | |||
| $417K | 0.38% | +1,335 | New | +$417K | |||
| $414K | 0.38% | +3,699 | New | +$414K | |||
| $412K | 0.38% | +8,901 | New | +$412K | |||
| $411K | 0.37% | +9,992 | New | +$411K | |||
| $393K | 0.36% | +1,258 | New | +$393K | |||
| $390K | 0.35% | +10,563 | New | +$390K | |||
| $376K | 0.34% | +6,316 | New | +$376K |
