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
176
$6.22K 0.01%
52
177
$5.87K 0.01%
270
178
$5.66K 0.01%
675
179
$5.38K ﹤0.01%
105
+1
180
$5.26K ﹤0.01%
855
181
$4.99K ﹤0.01%
70
182
$4.81K ﹤0.01%
70
183
$4.65K ﹤0.01%
160
-84
184
$4.47K ﹤0.01%
37
185
$4.35K ﹤0.01%
273
-94
186
$4.28K ﹤0.01%
25
187
$3.99K ﹤0.01%
70
188
$3.81K ﹤0.01%
73
+1
189
$3.81K ﹤0.01%
108
190
$3.8K ﹤0.01%
71
191
$3.66K ﹤0.01%
15
192
$3.52K ﹤0.01%
434
193
$3.48K ﹤0.01%
230
-50
194
$3.44K ﹤0.01%
348
195
$3.4K ﹤0.01%
49
+1
196
$3.32K ﹤0.01%
73
+1
197
$3.21K ﹤0.01%
105
+2
198
$3.06K ﹤0.01%
40
199
$2.76K ﹤0.01%
21
200
$2.73K ﹤0.01%
95
6 7
8
9 10