Portfolio (Quarterly)
Guide ↗
Guided Capital Wealth Management, LLC
· CIK 0001849618| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | — | 50,041 | $9.9M | 6.97% | SOLD |
| 2 | PYLD | PIMCO ETF TR | — | 330,214 | $8.8M | 6.17% | SOLD |
| 3 | AXP | AMERICAN EXPRESS CO | Financial Services | 9,545 | $3.5M | 2.48% | SOLD |
| 4 | SPGI | S&P GLOBAL INC | Financial Services | 5,322 | $2.8M | 1.95% | SOLD |
| 5 | EHC | ENCOMPASS HEALTH CORP | Healthcare | 20,652 | $2.2M | 1.54% | SOLD |
| 6 | FXR | FIRST TR EXCHANGE TRADED FD | — | 24,027 | $1.9M | 1.34% | SOLD |
Sector Allocation
Industrials
36.1%
Technology
27.3%
Healthcare
17.0%
Communication Services
9.7%
Energy
7.2%
Financial Services
2.8%