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
$154M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$873K
2
+$734K
3
+$245K
4
WMT icon
Walmart
WMT
+$219K
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$219K

Top Sells

1
+$749K
2
+$631K
3
+$332K
4
LEG icon
Leggett & Platt
LEG
+$253K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$245K

Sector Composition

1 Consumer Staples 3.63%
2 Healthcare 3.17%
3 Industrials 3.01%
4 Financials 2.14%
5 Consumer Discretionary 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$806K 0.52%
4,606
+284
27
$796K 0.52%
10,240
-1,270
28
$791K 0.51%
4,463
+492
29
$778K 0.51%
3,369
-190
30
$773K 0.5%
8,714
+79
31
$744K 0.48%
6,100
+144
32
$706K 0.46%
10,084
+487
33
$703K 0.46%
7,523
34
$698K 0.45%
6,142
+74
35
$691K 0.45%
2,712
+106
36
$648K 0.42%
3,995
+153
37
$634K 0.41%
7,810
-330
38
$627K 0.41%
3,477
-45
39
$595K 0.39%
5,242
-43
40
$594K 0.39%
3,251
+24
41
$589K 0.38%
1,190
42
$588K 0.38%
3,839
-19
43
$584K 0.38%
3,407
-407
44
$576K 0.37%
6,342
+40
45
$535K 0.35%
1,271
+159
46
$491K 0.32%
3,172
+48
47
$478K 0.31%
4,713
+72
48
$478K 0.31%
24,478
+12,566
49
$448K 0.29%
1,724
+340
50
$403K 0.26%
1,664
+33
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