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
1
$8.53M 6.02%
88,936
-16,492
2
$7.15M 5.04%
8,076
+61
3
$6.63M 4.68%
45,748
+906
4
$5.89M 4.15%
1,871
+24
5
$5.51M 3.89%
27,910
+400
6
$5.31M 3.74%
46,886
+459
7
$5.03M 3.55%
40,302
-429
8
$4.27M 3.01%
32,681
-68
9
$3.81M 2.69%
182,929
+188
10
$3.7M 2.61%
19,185
+246
11
$3.62M 2.55%
19,051
+8,055
12
$3.11M 2.19%
27,235
+286
13
$3.09M 2.17%
77,282
+1,435
14
$3.08M 2.17%
57,912
+564
15
$3.05M 2.15%
14,668
+120
16
$2.94M 2.07%
27,956
-270
17
$2.85M 2.01%
27,549
+661
18
$2.66M 1.88%
51,690
+37,909
19
$2.63M 1.85%
15,182
+250
20
$2.6M 1.83%
15,300
+233
21
$2.52M 1.78%
33,943
+432
22
$2.38M 1.68%
11,518
+181
23
$2.36M 1.66%
8,554
-175
24
$2.21M 1.56%
73,997
-148
25
$2.16M 1.52%
15,151
+287
1
2 3 4 5