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
126
$33.5K 0.02%
101
-2
127
$33.3K 0.02%
199
128
$32.9K 0.02%
523
+21
129
$32.7K 0.02%
177
+1
130
$32.4K 0.02%
257
+11
131
$30.6K 0.02%
218
132
$30K 0.02%
176
133
$27.6K 0.02%
533
+5
134
$27.3K 0.02%
200
+2
135
$25.4K 0.02%
95
+8
136
$24K 0.02%
215
137
$22.1K 0.02%
227
+164
138
$20.8K 0.01%
599
139
$20.4K 0.01%
186
140
$19.1K 0.01%
125
141
$19K 0.01%
218
142
$18.2K 0.01%
399
-3
143
$17.8K 0.01%
800
144
$17K 0.01%
131
145
$16.8K 0.01%
90
146
$15.3K 0.01%
69
147
$15.1K 0.01%
280
-3
148
$14.9K 0.01%
54
149
$14.9K 0.01%
79
150
$14.7K 0.01%
152
4 5
6
7 8