We are live on ! Find out more
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 Buys

1
+$10.1M
2
+$4.14M
3
+$3.13M
4
EMBD icon
Global X Emerging Markets Bond ETF
EMBD
+$2.49M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.24M

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
1
$13M 8.99%
39,648
-2,442
2
$12.7M 8.78%
255,133
+63,049
3
$10.4M 7.16%
583,366
+84,684
4
$10.2M 7.05%
+397,501
5
$7.6M 5.25%
12,411
+1,380
6
$6.71M 4.64%
282,080
+106,022
7
$5.28M 3.65%
71,832
-3,065
8
$5.18M 3.58%
53,661
+43,347
9
$5.14M 3.55%
115,227
+51,754
10
$4.58M 3.16%
61,582
+9,973
11
$4.19M 2.89%
114,727
+33,028
12
$4.11M 2.84%
47,074
+7,940
13
$4.01M 2.77%
190,194
+85,255
14
$3.76M 2.6%
47,004
+27,785
15
$3.01M 2.08%
40,988
+6,780
16
$2.7M 1.86%
27,564
+4,700
17
$2.67M 1.85%
7,522
+3,923
18
$2.62M 1.81%
39,751
+5,774
19
$2.36M 1.63%
21,202
+2,592
20
$2.17M 1.5%
19,264
-1,083
21
$2.04M 1.41%
3,061
+460
22
$1.98M 1.37%
3,823
+103
23
$1.92M 1.33%
8,135
-201
24
$1.92M 1.33%
45,371
+21,085
25
$1.91M 1.32%
24,205
+2,632
1
2 3 4