GWAM
Guardian Wealth Advisors (Minnesota) Portfolio holdings
AUM
$176M
1-Year Est. Return
12.53%
1 Year Est. Return
+12.53%
AUM
$176M
AUM Growth
+$7.48M
(+4.4%)
Holding
79
Top Buys
| 1 | +$2.51M | |
| 2 | +$1.23M | |
| 3 | +$777K | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$737K |
| 5 |
Factset
FDS
|
+$374K |
Top Sells
| 1 | +$2.92M | |
| 2 | +$1.54M | |
| 3 | +$1.28M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$1.09M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$814K |
Sector Composition
| 1 | Industrials | 3.06% |
| 2 | Healthcare | 2.92% |
| 3 | Consumer Staples | 2.36% |
| 4 | Financials | 1.8% |
| 5 | Technology | 1.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.3B
| – | – |
-6,885
|
|
||
77
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.7B
| – | – |
-4,139
|
|
||
78
Sherwin-Williams
SHW
$81.4B
| – | – |
-598
|
|
||
79
T. Rowe Price
TROW
$22.9B
| – | – |
-4,619
|
|