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
76
$211K 0.21%
8,391
-2,040
77
$209K 0.21%
2,092
-8
78
$197K 0.19%
+1,942
79
$193K 0.19%
11,432
+1,028
80
$178K 0.18%
8,796
-1,820
81
$165K 0.16%
5,723
-4,539
82
$165K 0.16%
3,462
-173
83
$154K 0.15%
1,674
+4
84
$139K 0.14%
873
+626
85
$117K 0.11%
1,919
-97
86
$116K 0.11%
2,950
-213
87
$113K 0.11%
1,367
+859
88
$108K 0.11%
13,205
+5,180
89
$101K 0.1%
2,338
+5
90
$101K 0.1%
+1,744
91
$99.7K 0.1%
465
-3
92
$92.9K 0.09%
2,058
93
$91.5K 0.09%
682
-3
94
$86.9K 0.09%
698
+1
95
$85.1K 0.08%
1,338
+11
96
$84.7K 0.08%
225
+1
97
$80.5K 0.08%
4,290
-6
98
$78.8K 0.08%
+206
99
$78.5K 0.08%
334
+1
100
$73.2K 0.07%
295
-75
2 3
4
5 6