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
201
$3.6K ﹤0.01%
348
202
$3.49K ﹤0.01%
113
+2
203
$3.34K ﹤0.01%
152
+2
204
$3.17K ﹤0.01%
49
205
$3.03K ﹤0.01%
34
206
$3.01K ﹤0.01%
21
207
$2.88K ﹤0.01%
15
208
$2.67K ﹤0.01%
230
209
$2.61K ﹤0.01%
110
+6
210
$2.44K ﹤0.01%
26
211
$2.42K ﹤0.01%
21
212
$2.41K ﹤0.01%
127
+1
213
$2.39K ﹤0.01%
82
+1
214
$2.39K ﹤0.01%
19
215
$2.23K ﹤0.01%
55
+1
216
$2.2K ﹤0.01%
8
217
$2.14K ﹤0.01%
27
218
$2.02K ﹤0.01%
37
219
$2.01K ﹤0.01%
25
220
$1.98K ﹤0.01%
23
221
$1.94K ﹤0.01%
33
222
$1.85K ﹤0.01%
+100
223
$1.79K ﹤0.01%
11
224
$1.73K ﹤0.01%
200
225
$1.57K ﹤0.01%
82
7 8
9
10 11