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
151
$11.4K 0.01%
123
+1
152
$11.4K 0.01%
321
153
$11.1K 0.01%
99
+1
154
$11K 0.01%
1,589
155
$10.7K 0.01%
494
-233
156
$10.7K 0.01%
151
157
$10.6K 0.01%
48
158
$10.3K 0.01%
85
159
$9.97K 0.01%
542
+8
160
$9.87K 0.01%
65
161
$9.64K 0.01%
208
162
$9.48K 0.01%
58
163
$9.46K 0.01%
201
+1
164
$9.41K 0.01%
285
+4
165
$9.25K 0.01%
85
166
$9.08K 0.01%
96
167
$8.9K 0.01%
408
168
$8.87K 0.01%
47
169
$8.36K 0.01%
115
170
$7.88K 0.01%
97
171
$7.75K 0.01%
110
+1
172
$7.51K 0.01%
312
-16
173
$7.37K 0.01%
11
174
$7.28K 0.01%
74
175
$6.57K 0.01%
29
5 6
7
8 9