GWMI

Guardian Wealth Management (Illinois) Portfolio holdings

AUM $170M
1-Year Est. Return 23.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$2.16M
2 +$1.46M
3 +$1.45M
4
SIRI icon
SiriusXM
SIRI
+$900K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$373K

Top Sells

1 +$4.04M
2 +$1.44M
3 +$751K
4
BTI icon
British American Tobacco
BTI
+$222K
5
PSX icon
Phillips 66
PSX
+$68.5K

Sector Composition

1 Technology 18.08%
2 Financials 16.37%
3 Healthcare 16.26%
4 Industrials 11.89%
5 Energy 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
0
252
-134
253
0