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
101
$75.4K 0.05%
129
102
$73.7K 0.05%
182
+1
103
$70.4K 0.05%
14,130
-7,342
104
$70K 0.05%
267
105
$65.7K 0.05%
1,202
-182
106
$63.3K 0.04%
2,187
+8
107
$62.8K 0.04%
195
108
$54.9K 0.04%
1,087
-126
109
$54.9K 0.04%
501
-1
110
$52.5K 0.04%
293
111
$51.7K 0.04%
100
112
$49.7K 0.04%
2,882
+34
113
$48.8K 0.03%
236
-71
114
$48.6K 0.03%
4,602
115
$47.4K 0.03%
181
-1
116
$46.7K 0.03%
560
+158
117
$41.2K 0.03%
1,821
-393
118
$40.6K 0.03%
705
-168
119
$40.6K 0.03%
904
+14
120
$39.4K 0.03%
466
+3
121
$38.3K 0.03%
518
122
$36.6K 0.03%
1,137
+2
123
$35.5K 0.03%
1,131
+1
124
$35.5K 0.03%
1,281
+3
125
$34.7K 0.02%
207
+43
3 4
5
6 7