GSWA

Good Steward Wealth Advisors Portfolio holdings

AUM $152M
1-Year Est. Return 13.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$4.79M
3
+$3.18M
4
EMBD icon
Global X Emerging Markets Bond ETF
EMBD
+$3.15M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.02M

Top Sells

1
+$1.9M
2
+$1.49M
3
+$813K
4
UNH icon
UnitedHealth
UNH
+$598K
5
ORCL icon
Oracle
ORCL
+$486K

Sector Composition

1 Technology 5.01%
2 Energy 4.09%
3 Industrials 3.78%
4 Healthcare 2.94%
5 Financials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
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