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
76
$125K 0.09%
1,050
77
$124K 0.09%
3,399
-6,211
78
$116K 0.08%
5,817
-36
79
$116K 0.08%
1,541
-156
80
$115K 0.08%
979
-89
81
$113K 0.08%
2,131
+4
82
$108K 0.08%
715
83
$102K 0.07%
7,674
-414
84
$102K 0.07%
51,610
85
$102K 0.07%
341
86
$97.4K 0.07%
282
87
$96.8K 0.07%
1,484
+4
88
$94.1K 0.07%
4,576
-858
89
$92.9K 0.07%
818
90
$92.5K 0.07%
1,194
91
$91.2K 0.06%
944
-78
92
$88.8K 0.06%
294
-4
93
$87.9K 0.06%
1,411
94
$86.3K 0.06%
1,201
-70
95
$84.2K 0.06%
3,270
+8
96
$82.6K 0.06%
742
-14
97
$82K 0.06%
1,389
-242
98
$80.1K 0.06%
187
99
$78.1K 0.06%
875
+2
100
$77.2K 0.05%
5,253
-371
2 3
4
5 6