SA

Stewardship Advisors Portfolio holdings

AUM $395M
1-Year Est. Return 9.98%
This Quarter Est. Return
1 Year Est. Return
+9.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$8.84M
2 +$6.46M
3 +$3.85M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.33M
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$3.07M

Sector Composition

1 Consumer Staples 0.26%
2 Communication Services 0.19%
3 Technology 0.13%
4 Financials 0.12%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-75,535