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
51
$399K 0.26%
2,087
-76
52
$377K 0.25%
13,896
+171
53
$373K 0.24%
1,493
-33
54
$370K 0.24%
2,860
+16
55
$363K 0.24%
691
+16
56
$354K 0.23%
10,142
-795
57
$351K 0.23%
3,579
-79
58
$322K 0.21%
3,700
-90
59
$317K 0.21%
1,125
-2
60
$314K 0.2%
653
61
$296K 0.19%
1,724
+4
62
$291K 0.19%
3,411
-27
63
$290K 0.19%
5,664
-281
64
$287K 0.19%
1,106
+80
65
$276K 0.18%
1,396
-151
66
$271K 0.18%
6,454
+526
67
$265K 0.17%
629
-20
68
$260K 0.17%
4,254
+31
69
$240K 0.16%
1,974
-82
70
$226K 0.15%
2,631
+6
71
$219K 0.14%
+3,644
72
$219K 0.14%
+4,100
73
$217K 0.14%
3,458
+20
74
$214K 0.14%
867
-9
75
$214K 0.14%
+10,347
1 2
3
4