GSWA

Good Steward Wealth Advisors Portfolio holdings

AUM $128M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$9.79M
2 +$6.54M
3 +$4.41M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$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 Change
in Stake
Capital Flow
AES icon
126
AES
AES
$10.2B
$195K 0.18%
+15,721
AMCR icon
127
Amcor
AMCR
$18.9B
$151K 0.14%
+15,523