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
76
$212K 0.14%
+4,922
77
$208K 0.13%
+598
78
$207K 0.13%
1,875
-85
79
$201K 0.13%
+7,958
80
$160K 0.1%
16,839
+5,239
81
– –
-9,683
1 2 3
4