GWAM

Guardian Wealth Advisors (Minnesota) Portfolio holdings

AUM $169M
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$671K
2
+$154K
3
+$136K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$132K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$131K

Top Sells

1
+$264K
2
+$223K
3
+$219K
4
NUE icon
Nucor
NUE
+$213K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$210K

Sector Composition

1 Industrials 4.16%
2 Consumer Staples 4.06%
3 Healthcare 3.39%
4 Financials 1.99%
5 Consumer Discretionary 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$649K 0.58%
3,917
+21
27
$631K 0.56%
8,035
-26
28
$609K 0.54%
4,301
-300
29
$602K 0.54%
4,004
-165
30
$589K 0.52%
5,336
31
$565K 0.5%
3,440
+80
32
$561K 0.5%
5,959
-37
33
$561K 0.5%
2,852
+18
34
$552K 0.49%
4,671
-13
35
$534K 0.47%
7,630
-133
36
$518K 0.46%
8,660
-194
37
$508K 0.45%
2,222
-94
38
$493K 0.44%
10,470
-1,155
39
$487K 0.43%
4,799
-844
40
$481K 0.43%
23,586
-3,291
41
$465K 0.41%
10,364
-832
42
$454K 0.4%
11,081
+92
43
$419K 0.37%
7,122
-1,221
44
$412K 0.37%
1,053
45
$401K 0.36%
2,867
-29
46
$396K 0.35%
1,404
+16
47
$373K 0.33%
1,458
+6
48
$365K 0.32%
2,752
-174
49
$356K 0.32%
4,908
-797
50
$319K 0.28%
1,822
+14
1
2
3