SPIA
Steward Partners Investment Advisory Portfolio holdings
AUM
$17.4B
1-Year Est. Return
20.71%
1 Year Est. Return
+20.71%
AUM
$6.5B
AUM Growth
-$164M
(-2.5%)
Holding
3,498
Top Buys
| 1 | +$17.7M | |
| 2 | +$11M | |
| 3 | +$10.9M | |
| 4 |
Costco
COST
|
+$10.8M |
| 5 |
NVIDIA
NVDA
|
+$10.5M |
Top Sells
| 1 | +$11.6M | |
| 2 | +$11.4M | |
| 3 | +$10.2M | |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$7.36M |
| 5 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
+$6.15M |
Sector Composition
| 1 | Technology | 14.9% |
| 2 | Consumer Discretionary | 6.58% |
| 3 | Healthcare | 6.48% |
| 4 | Financials | 6.33% |
| 5 | Industrials | 4.48% |