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
$142M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$1.95M
2 +$1.53M
3 +$1.38M
4
SIRI icon
SiriusXM
SIRI
+$686K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$386K

Top Sells

1 +$4.01M
2 +$1.58M
3 +$751K
4
BTI icon
British American Tobacco
BTI
+$227K
5
PSX icon
Phillips 66
PSX
+$66.6K

Sector Composition

1 Technology 18.08%
2 Financials 16.37%
3 Healthcare 16.26%
4 Industrials 11.89%
5 Energy 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
0
252
-33,908
253
-217