GWAM
Guardian Wealth Advisors (Minnesota) Portfolio holdings
AUM
$169M
1-Year Est. Return
12.25%
1 Year Est. Return
+12.25%
AUM
$156M
AUM Growth
-$169K
(-0.11%)
Holding
76
Top Buys
| 1 | +$2.7M | |
| 2 | +$2.55M | |
| 3 | +$1.16M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.07M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$905K |
Top Sells
| 1 | +$2.16M | |
| 2 | +$2.01M | |
| 3 | +$365K | |
| 4 |
Stanley Black & Decker
SWK
|
+$263K |
| 5 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$244K |
Sector Composition
| 1 | Healthcare | 3.35% |
| 2 | Industrials | 3% |
| 3 | Consumer Staples | 2.97% |
| 4 | Financials | 2.13% |
| 5 | Technology | 1.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Stanley Black & Decker
SWK
$11.2B
| – | – |
-3,280
|
|