SPIA
Steward Partners Investment Advisory Portfolio holdings
AUM
$18.2B
1-Year Est. Return
20.85%
This Fund
S&P 500
1 Year Est. Return
+20.85%
AUM
$219M
AUM Growth
–
Holding
930
Top Buys
| 1 | +$15.8M | |
| 2 | +$6.76M | |
| 3 | +$6.22M | |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
+$5.23M |
| 5 |
Procter & Gamble
PG
|
+$5.06M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 8.97% |
| 2 | Technology | 8.21% |
| 3 | Industrials | 7.4% |
| 4 | Energy | 6.95% |
| 5 | Financials | 6.73% |