GWM

Guardian Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 24.99%
This Quarter Est. Return
1 Year Est. Return
+24.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.27M
3
+$1.23M
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$1.08M
5
BAM icon
Brookfield Asset Management
BAM
+$397K

Top Sells

1
+$2.52M
2
+$2.08M
3
+$499K
4
PX icon
P10
PX
+$346K
5
PSX icon
Phillips 66
PSX
+$318K

Sector Composition

1 Healthcare 15.68%
2 Financials 14.91%
3 Technology 13.97%
4 Consumer Discretionary 10.69%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.25K ﹤0.01%
54
+8
227
$1.24K ﹤0.01%
9
-1
228
$1.08K ﹤0.01%
10
229
$1.01K ﹤0.01%
25
+1
230
$965 ﹤0.01%
12
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$905 ﹤0.01%
+15
232
$878 ﹤0.01%
60
-10
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$838 ﹤0.01%
7
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$836 ﹤0.01%
12
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2
-299
249
– –
0
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$15 ﹤0.01%
128
7 8 9
10
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