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
176
$9.33K 0.01%
77
+1
177
$8.85K 0.01%
82
178
$8.64K 0.01%
115
179
$8.62K 0.01%
52
180
$8.34K 0.01%
+165
181
$8.25K 0.01%
94
-3
182
$8.13K 0.01%
30
183
$8.09K 0.01%
+196
184
$7.86K 0.01%
45
+4
185
$7.54K 0.01%
408
186
$7.45K 0.01%
108
+1
187
$7.24K 0.01%
668
188
$6.68K ﹤0.01%
202
189
$6.36K ﹤0.01%
1,962
190
$6.12K ﹤0.01%
+217
191
$5.88K ﹤0.01%
240
-36
192
$5.11K ﹤0.01%
157
193
$4.84K ﹤0.01%
19
194
$4.68K ﹤0.01%
154
195
$4.66K ﹤0.01%
121
196
$4.61K ﹤0.01%
76
+1
197
$4.29K ﹤0.01%
187
+1
198
$4.16K ﹤0.01%
16
199
$3.78K ﹤0.01%
151
200
$3.67K ﹤0.01%
575
6 7
8
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