GWMT
Guardian Wealth Management (Tennessee) Portfolio holdings
AUM
$315M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$315M
AUM Growth
–
Holding
29
Top Buys
| 1 | +$38.8M | |
| 2 | +$35.1M | |
| 3 | +$23.6M | |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
+$23.3M |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
+$21.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.2% |
| 2 | Industrials | 0.09% |
| 3 | Consumer Discretionary | 0.08% |
| 4 | Consumer Staples | 0.07% |
| 5 | Utilities | 0.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Dimensional US Core Equity 2 ETF
DFAC
$40.6B
| $263K | 0.08% |
+6,639
|
|
||
27
Amazon
AMZN
$2.25T
| $255K | 0.08% |
+1,105
|
|
||
28
Walmart Inc
WMT
$1T
| $233K | 0.07% |
+2,094
|
|
||
29
Southern Company
SO
$109B
| $205K | 0.06% |
+2,346
|
|