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
101
$71.6K 0.07%
1,574
-29
102
$71.1K 0.07%
1,050
103
$69.8K 0.07%
1,014
104
$67.5K 0.07%
127
105
$66.3K 0.07%
1,930
+15
106
$64.1K 0.06%
1,251
+4
107
$63K 0.06%
571
-369
108
$60.8K 0.06%
1,255
-90
109
$58.8K 0.06%
267
110
$56K 0.06%
1,400
111
$55.9K 0.06%
181
+11
112
$55.6K 0.05%
176
113
$53.6K 0.05%
3,564
+9
114
$53.3K 0.05%
1,212
-90
115
$50.7K 0.05%
+2,191
116
$50.2K 0.05%
282
+1
117
$49.9K 0.05%
190
-40
118
$49.8K 0.05%
594
-68
119
$47.8K 0.05%
338
-1
120
$44.9K 0.04%
+1,787
121
$44.4K 0.04%
477
-2
122
$41.7K 0.04%
307
+3
123
$39.9K 0.04%
1,824
+3
124
$39.3K 0.04%
470
+2
125
$39K 0.04%
1,477
-402
3 4
5
6 7