Goodwin Investment Advisory - Portfolio overview

Goodwin Investment Advisory has 31 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Healthcare.

Largest reported holdings by portfolio allocation

1. ESGU - ISHARES TR, 13.94%
2. XLG - INVESCO EXCHANGE TRADED FD T, 12.51%
3. BK - BANK NEW YORK MELLON CORP, 9.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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