GWMT

Guardian Wealth Management (Tennessee) Portfolio holdings

AUM $330M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.06M
3
+$1.87M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.55M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.44M

Top Sells

1
+$1.04M
2
+$913K
3
+$852K
4
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$701K
5
VDE icon
Vanguard Energy ETF
VDE
+$651K

Sector Composition

1 Healthcare 0.37%
2 Technology 0.16%
3 Consumer Staples 0.08%
4 Industrials 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
26
Walmart Inc
WMT
$967B
$259K 0.08%
2,088
-6
AAPL icon
27
Apple
AAPL
$4.48T
$248K 0.08%
978
-7
GPN icon
28
Global Payments
GPN
$19.9B
$244K 0.07%
3,632
+14
AMZN icon
29
Amazon
AMZN
$2.89T
$229K 0.07%
1,098
-7
SO icon
30
Southern Company
SO
$106B
$206K 0.06%
2,130
-216
1
2