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
201
$2.61K ﹤0.01%
20
202
$2.17K ﹤0.01%
+43
203
$2.12K ﹤0.01%
52
204
$1.93K ﹤0.01%
8
205
$1.82K ﹤0.01%
75
206
$1.51K ﹤0.01%
66
+8
207
$1.49K ﹤0.01%
16
208
$1.48K ﹤0.01%
30
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25
210
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10
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+54
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$940 ﹤0.01%
30
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11
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7
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30
225
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0
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