GSWA
Good Steward Wealth Advisors Portfolio holdings
AUM
$145M
1 Year Est. Return
–
AUM
$128M
AUM Growth
+$17.7M
(+16%)
Holding
134
Top Buys
| 1 | +$7.96M | |
| 2 | +$4.79M | |
| 3 | +$3.18M | |
| 4 |
Global X Emerging Markets Bond ETF
EMBD
|
+$3.15M |
| 5 |
Alerian MLP ETF
AMLP
|
+$3.02M |
Top Sells
| 1 | +$1.9M | |
| 2 | +$1.49M | |
| 3 | +$813K | |
| 4 |
UnitedHealth
UNH
|
+$598K |
| 5 |
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 in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Bank of Montreal
BMO
$88.5B
| – | – |
-2,679
|
|
||
127
Blackrock
BLK
$168B
| – | – |
-235
|
|
||
128
AXIS Capital
AXS
$7.67B
| – | – |
-2,977
|
|
||
129
Alexandria Real Estate Equities
ARE
$9.61B
| – | – |
-2,265
|
|
||
130
Air Products & Chemicals
APD
$57.8B
| – | – |
-696
|
|
||
131
American Tower
AMT
$83.3B
| – | – |
-1,419
|
|
||
132
Amcor
AMCR
$19.3B
| – | – |
-15,523
|
|
||
133
AES
AES
$10.1B
| – | – |
-15,721
|
|
||
134
Abbott
ABT
$220B
| – | – |
-2,166
|
|