GWM
Guardian Wealth Management Portfolio holdings
AUM
$150M
This Quarter Return
+3.17%
1 Year Return
+24.99%
3 Year Return
+78.17%
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$147M
(+3.5%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
9.22%
Top 10 Holdings %
Top 10 Hldgs %
41.58%
Holding
249
New
5
Increased
67
Reduced
71
Closed
15
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$8.86M |
| 2 |
Arista Networks
ANET
|
$4.81M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$2.82M |
| 4 |
Global Payments
GPN
|
$2.28M |
| 5 |
National Presto Industries
NPK
|
$2.09M |
Top Sells
| 1 |
Occidental Petroleum
OXY
|
$1.64M |
| 2 |
LKQ Corp
LKQ
|
$1.55M |
| 3 |
STR
Sitio Royalties
STR
|
$1.05M |
| 4 |
ConocoPhillips
COP
|
$951K |
| 5 |
ESGR
Enstar Group
ESGR
|
$822K |
Sector Composition
| 1 | Financials | 16.77% |
| 2 | Technology | 15.86% |
| 3 | Industrials | 14.83% |
| 4 | Healthcare | 13.56% |
| 5 | Consumer Staples | 7.74% |
