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
-$195K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$308K
2
+$213K
3
+$207K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$202K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$191K

Top Sells

1
+$409K
2
+$368K
3
+$243K
4
BDX icon
Becton Dickinson
BDX
+$214K
5
SHW icon
Sherwin-Williams
SHW
+$208K

Sector Composition

1 Consumer Staples 3.47%
2 Industrials 2.96%
3 Healthcare 2.77%
4 Financials 2.08%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$752K 0.49%
4,557
-49
27
$743K 0.48%
7,558
-151
28
$732K 0.48%
9,490
-750
29
$715K 0.47%
6,996
-1,718
30
$709K 0.46%
3,366
-41
31
$695K 0.45%
6,024
-76
32
$679K 0.44%
3,515
+38
33
$651K 0.42%
3,950
-45
34
$636K 0.41%
4,297
-166
35
$633K 0.41%
10,006
-78
36
$629K 0.41%
6,057
-85
37
$613K 0.4%
2,781
+69
38
$596K 0.39%
7,523
39
$593K 0.39%
1,165
-25
40
$584K 0.38%
3,201
-50
41
$575K 0.37%
1,287
+16
42
$559K 0.36%
5,074
-168
43
$552K 0.36%
6,177
-165
44
$542K 0.35%
7,596
-214
45
$521K 0.34%
3,817
-22
46
$474K 0.31%
24,682
+204
47
$467K 0.3%
3,373
+201
48
$461K 0.3%
1,724
49
$450K 0.29%
4,678
-35
50
$424K 0.28%
1,643
-21
1
2
3 4