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
201
$4.08K ﹤0.01%
91
202
$4K ﹤0.01%
+49
203
$3.95K ﹤0.01%
71
204
$3.77K ﹤0.01%
108
-56
205
$3.69K ﹤0.01%
37
+1
206
$3.64K ﹤0.01%
18
207
$3.49K ﹤0.01%
+36
208
$3.46K ﹤0.01%
48
209
$3.37K ﹤0.01%
15
+1
210
$3.26K ﹤0.01%
280
211
$3.16K ﹤0.01%
95
212
$3.11K ﹤0.01%
102
+1
213
$2.6K ﹤0.01%
21
214
$2.37K ﹤0.01%
99
215
$2.22K ﹤0.01%
+18
216
$2.21K ﹤0.01%
51
217
$2.19K ﹤0.01%
348
-832
218
$1.89K ﹤0.01%
+72
219
$1.86K ﹤0.01%
31
220
$1.84K ﹤0.01%
+274
221
$1.69K ﹤0.01%
8
222
$1.68K ﹤0.01%
20
223
$1.59K ﹤0.01%
30
224
$1.39K ﹤0.01%
16
225
$1.39K ﹤0.01%
75
-25
7 8
9
10 11