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
$110M
AUM Growth
+$5.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$651K
3
+$510K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$479K
5
STRL icon
Sterling Infrastructure
STRL
+$324K

Top Sells

1
+$1.38M
2
+$546K
3
+$463K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$209K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$155K

Sector Composition

1 Technology 17.5%
2 Financials 16.27%
3 Healthcare 14.76%
4 Consumer Discretionary 10.39%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$27.4K 0.03%
396
-123
127
$27.3K 0.02%
501
128
$27K 0.02%
244
129
$25.9K 0.02%
261
+1
130
$24.1K 0.02%
199
131
$23.7K 0.02%
118
132
$22.1K 0.02%
156
+59
133
$21.6K 0.02%
57
134
$21.2K 0.02%
168
+2
135
$20.7K 0.02%
403
136
$20.6K 0.02%
173
+1
137
$19.5K 0.02%
598
+4
138
$19.4K 0.02%
545
139
$19.3K 0.02%
204
-4
140
$19K 0.02%
564
-131
141
$17.5K 0.02%
111
+1
142
$16.5K 0.02%
586
+2
143
$16K 0.01%
313
+4
144
$15.7K 0.01%
233
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145
$14.7K 0.01%
196
146
$14K 0.01%
950
147
$13.4K 0.01%
97
+1
148
$12.7K 0.01%
550
149
$12K 0.01%
52
150
$11.6K 0.01%
131
4 5
6
7 8