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
51
$595K 0.42%
2,965
+1,100
52
$530K 0.37%
1,231
53
$506K 0.36%
12,401
+389
54
$474K 0.33%
57,500
+534
55
$472K 0.33%
5,637
+1,396
56
$387K 0.27%
3,454
-300
57
$347K 0.24%
4,454
+6
58
$325K 0.23%
3,168
-166
59
$287K 0.2%
1,249
-36
60
$287K 0.2%
688
61
$275K 0.19%
4,869
+15
62
$263K 0.19%
1,496
+2
63
$244K 0.17%
1,277
+71
64
$241K 0.17%
1,982
+1,607
65
$197K 0.14%
13,014
+236
66
$190K 0.13%
2,283
67
$166K 0.12%
361
-1
68
$166K 0.12%
1,188
69
$163K 0.11%
210
-1
70
$156K 0.11%
1,987
-161
71
$150K 0.11%
711
+4
72
$146K 0.1%
2,550
+1,268
73
$135K 0.1%
599
-31
74
$131K 0.09%
1,667
-170
75
$126K 0.09%
1,804
+9
1 2
3
4 5