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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 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
76
$208K 0.14%
3,139
-1,738
77
$201K 0.14%
4,278
-123,326
78
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80
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90
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95
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-1,631
97
-4,993
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