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
126
$38.9K 0.04%
740
-140
127
$37.1K 0.04%
516
+1
128
$34.4K 0.03%
516
-201
129
$33.2K 0.03%
99
130
$32.5K 0.03%
1,130
-560
131
$32.3K 0.03%
186
+2
132
$26.4K 0.03%
112
133
$26.1K 0.03%
1,837
+8
134
$25.9K 0.03%
164
+1
135
$25.7K 0.03%
259
+42
136
$23.2K 0.02%
462
+382
137
$23.1K 0.02%
225
+185
138
$21.9K 0.02%
695
-234
139
$21.7K 0.02%
+264
140
$21.3K 0.02%
402
+1
141
$20.1K 0.02%
793
-43
142
$19.9K 0.02%
214
+2
143
$19.6K 0.02%
596
+4
144
$19.6K 0.02%
109
+34
145
$19.3K 0.02%
548
-133
146
$18.8K 0.02%
120
147
$18.3K 0.02%
57
148
$16.1K 0.02%
325
149
$15.3K 0.02%
+119
150
$15.3K 0.02%
+725
4 5
6
7 8