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
26
$2.1M 1.48%
12,985
+226
27
$2.04M 1.44%
4,129
+62
28
$2.04M 1.44%
32,659
+400
29
$1.82M 1.28%
46,446
+965
30
$1.81M 1.28%
3,103
-15
31
$1.73M 1.22%
26,567
+587
32
$1.54M 1.09%
69,591
-2,196
33
$1.51M 1.06%
11,796
+158
34
$1.45M 1.02%
135,647
+210
35
$1.41M 0.99%
86,553
+84,964
36
$1.37M 0.97%
48,774
+13,692
37
$1.36M 0.96%
6,078
+72
38
$1.34M 0.95%
10,198
-507
39
$1.31M 0.92%
9,594
+164
40
$1.22M 0.86%
5,232
-100
41
$1.18M 0.83%
13,131
+115
42
$1.13M 0.8%
11,749
-236
43
$1.01M 0.71%
10,228
+171
44
$916K 0.65%
2,343
-59
45
$871K 0.61%
47,835
+2,154
46
$845K 0.6%
129,182
-2,629
47
$822K 0.58%
2,555
-12,459
48
$821K 0.58%
3,819
-192
49
$686K 0.48%
+28,991
50
$664K 0.47%
8,361
+1,762
1
2
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