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
51
$394K 0.26%
2,278
+191
52
$382K 0.25%
764
+111
53
$381K 0.25%
2,757
-103
54
$378K 0.25%
691
55
$364K 0.24%
14,013
+117
56
$359K 0.23%
1,503
+10
57
$300K 0.2%
9,848
-294
58
$296K 0.19%
1,692
-32
59
$291K 0.19%
3,703
+3
60
$285K 0.19%
1,116
+10
61
$284K 0.18%
3,553
-26
62
$282K 0.18%
1,107
-18
63
$270K 0.18%
5,266
-398
64
$256K 0.17%
629
65
$253K 0.16%
3,294
-117
66
$251K 0.16%
3,705
+61
67
$251K 0.16%
3,938
-316
68
$249K 0.16%
6,047
-407
69
$241K 0.16%
1,935
-39
70
$227K 0.15%
2,547
-84
71
$222K 0.14%
10,347
72
$220K 0.14%
1,389
-7
73
$215K 0.14%
8,101
+143
74
$213K 0.14%
1,925
+50
75
$210K 0.14%
4,100
1 2
3
4