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
$110M
AUM Growth
+$5.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$651K
3
+$510K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$479K
5
STRL icon
Sterling Infrastructure
STRL
+$324K

Top Sells

1
+$1.38M
2
+$546K
3
+$463K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$209K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$155K

Sector Composition

1 Technology 17.5%
2 Financials 16.27%
3 Healthcare 14.76%
4 Consumer Discretionary 10.39%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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