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
151
$13.9K 0.01%
950
152
$13.9K 0.01%
117
+1
153
$13.9K 0.01%
303
+3
154
$13.4K 0.01%
85
155
$13K 0.01%
166
-75
156
$12.8K 0.01%
200
157
$12.8K 0.01%
37
158
$12.4K 0.01%
550
159
$12.2K 0.01%
414
160
$12.1K 0.01%
82
+1
161
$12K 0.01%
293
162
$11.9K 0.01%
60
163
$11.9K 0.01%
207
+1
164
$11.5K 0.01%
+217
165
$11.5K 0.01%
855
166
$10.5K 0.01%
85
167
$10.5K 0.01%
116
+1
168
$10.4K 0.01%
11
169
$10.3K 0.01%
65
170
$10.3K 0.01%
296
-354
171
$10.2K 0.01%
96
172
$10.2K 0.01%
94
+1
173
$9.95K 0.01%
91
174
$9.85K 0.01%
99
-4
175
$9.34K 0.01%
33
+1
5 6
7
8 9