SS
Sound Stewardship Portfolio holdings
AUM
$208M
1-Year Est. Return
10.25%
1 Year Est. Return
+10.25%
AUM
$194M
AUM Growth
+$18.4M
(+10%)
Holding
64
Top Buys
| 1 | +$1.06M | |
| 2 | +$974K | |
| 3 | +$904K | |
| 4 |
iShares ESG Screened S&P 500 ETF
XVV
|
+$892K |
| 5 |
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
|
+$831K |
Top Sells
| 1 | +$964K | |
| 2 | +$653K | |
| 3 | +$436K | |
| 4 |
T-Mobile US
TMUS
|
+$248K |
| 5 |
Garmin
GRMN
|
+$57.4K |
Sector Composition
| 1 | Technology | 1.33% |
| 2 | Utilities | 0.57% |
| 3 | Real Estate | 0.33% |
| 4 | Industrials | 0.32% |
| 5 | Financials | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard S&P 500 ETF
VOO
$853B
| $348K | 0.18% |
612
-3
|
|
||
52
SPDR S&P 500 ETF Trust
SPY
$716B
| $327K | 0.17% |
529
+25
|
|
||
53
Walmart Inc
WMT
$943B
| $299K | 0.15% |
3,060
-103
|
|
||
54
Evergy
EVRG
$17.6B
| $292K | 0.15% |
4,232
|
|
||
55
Berkshire Hathaway Class B
BRK.B
$1.07T
| $289K | 0.15% |
595
+188
|
|
||
56
Commerce Bancshares
CBSH
$8.13B
| $274K | 0.14% |
4,622
|
|
||
57
Amazon
AMZN
$2.55T
| $264K | 0.14% |
1,203
|
|
||
58
Schwab US TIPS ETF
SCHP
$14.6B
| $247K | 0.13% |
9,276
-316
|
|
||
59
Vanguard Mid-Cap ETF
VO
$94.6B
| $229K | 0.12% |
818
|
|
||
60
Nuveen ESG Emerging Markets Equity ETF
NUEM
$343M
| $224K | 0.12% |
+6,751
|
|
||
61
iShares ESG Screened S&P Mid-Cap ETF
XJH
$357M
| $220K | 0.11% |
+5,301
|
|
||
|
62
Garmin
GRMN
$41B
| $210K | 0.11% |
1,006
-275
|
|
||
63
Nuveen ESG Small-Cap ETF
NUSC
$1.33B
| – | – |
-11,377
|
|
||
|
64
T-Mobile US
TMUS
$208B
| – | – |
-930
|
|