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
76
$210K 0.14%
3,476
+18
77
$207K 0.13%
+243
78
$204K 0.13%
4,922
79
$202K 0.13%
+1,100
80
$165K 0.11%
16,839
81
– –
-867
82
– –
-598
1 2 3
4