GWM
Guardian Wealth Management Portfolio holdings
AUM
$150M
This Quarter Return
+8.5%
1 Year Return
+24.99%
3 Year Return
+78.17%
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(+8.5%)
Cap. Flow
+$693K
Cap. Flow
% of AUM
0.49%
Top 10 Holdings %
Top 10 Hldgs %
39.37%
Holding
253
New
7
Increased
87
Reduced
51
Closed
8
Top Buys
| 1 |
Occidental Petroleum
OXY
|
$1.95M |
| 2 |
VeriSign
VRSN
|
$1.53M |
| 3 |
Universal Technical Institute
UTI
|
$1.38M |
| 4 |
SiriusXM
SIRI
|
$686K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$386K |
Top Sells
| 1 |
ESGR
Enstar Group
ESGR
|
$4.01M |
| 2 |
Arista Networks
ANET
|
$1.58M |
| 3 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
$751K |
| 4 |
British American Tobacco
BTI
|
$227K |
| 5 |
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% |
