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
51
$632K 0.62%
4,714
-62
52
$626K 0.62%
98,427
-43,320
53
$594K 0.59%
6,521
-1,845
54
$581K 0.57%
5,686
+17
55
$573K 0.56%
9,004
+867
56
$572K 0.56%
29,976
+12,900
57
$452K 0.45%
47,690
-15,644
58
$438K 0.43%
9,200
+918
59
$397K 0.39%
+13,851
60
$340K 0.34%
3,688
-106
61
$321K 0.32%
1,341
-6
62
$307K 0.3%
7,434
-5,867
63
$304K 0.3%
21,585
-146
64
$300K 0.3%
1,732
-140
65
$294K 0.29%
1,226
-59
66
$293K 0.29%
1,787
-17
67
$284K 0.28%
3,825
+1,259
68
$269K 0.27%
766
69
$268K 0.26%
4,077
+12
70
$266K 0.26%
16,518
-3,526
71
$245K 0.24%
3,252
+1,234
72
$229K 0.23%
3,167
+1,429
73
$226K 0.22%
3,745
-447
74
$224K 0.22%
38,830
+2,118
75
$216K 0.21%
9,130
-1,119
1 2
3
4 5