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
176
$8.34K 0.01%
346
-904
177
$8.28K 0.01%
150
+1
178
$8.28K 0.01%
112
-6
179
$8.26K 0.01%
115
180
$8.21K 0.01%
47
181
$7.89K 0.01%
277
-283
182
$7.88K 0.01%
+43
183
$7.72K 0.01%
108
+1
184
$7.44K 0.01%
11
+1
185
$7.41K 0.01%
73
186
$7.1K 0.01%
121
187
$6.37K 0.01%
126
188
$6.33K 0.01%
+172
189
$6.17K 0.01%
25
190
$5.85K 0.01%
104
-206
191
$5.74K 0.01%
29
192
$5.64K 0.01%
42
+1
193
$5.52K 0.01%
+157
194
$5.4K 0.01%
675
-96
195
$5.18K 0.01%
250
-1,139
196
$5.17K 0.01%
+100
197
$5.03K 0.01%
40
-76
198
$5.03K 0.01%
69
+1
199
$4.59K ﹤0.01%
52
-40
200
$4.11K ﹤0.01%
270
6 7
8
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