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
151
$14.5K 0.01%
196
152
$14.1K 0.01%
+171
153
$14.1K 0.01%
229
-87
154
$14K 0.01%
172
+1
155
$13.8K 0.01%
950
156
$13.5K 0.01%
+528
157
$12.1K 0.01%
278
+3
158
$12K 0.01%
230
159
$11.5K 0.01%
226
+1
160
$11.2K 0.01%
+341
161
$10.6K 0.01%
97
+1
162
$10.5K 0.01%
550
163
$10.4K 0.01%
+167
164
$10.2K 0.01%
556
-1,571
165
$10.2K 0.01%
65
166
$9.51K 0.01%
85
167
$9.35K 0.01%
+85
168
$9.1K 0.01%
48
+1
169
$8.97K 0.01%
131
170
$8.87K 0.01%
+199
171
$8.82K 0.01%
58
172
$8.67K 0.01%
96
173
$8.49K 0.01%
97
-205
174
$8.46K 0.01%
+408
175
$8.35K 0.01%
122
+1
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