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
$248M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$9.12M
2 +$2.88M
3 +$2.39M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.19M
5
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$1.51M

Sector Composition

1 Technology 0.33%
2 Financials 0.23%
3 Industrials 0.09%
4 Energy 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$103K 0.04%
+10,000