GWAM
Guardian Wealth Advisors (Minnesota) Portfolio holdings
AUM
$169M
This Quarter Return
+12.18%
1 Year Return
+12.25%
3 Year Return
+43.22%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.05%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$12.1M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$9.87M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$9.65M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$5.94M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$5.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 4.83% |
| 2 | Consumer Staples | 4.47% |
| 3 | Healthcare | 3.74% |
| 4 | Financials | 1.88% |
| 5 | Consumer Discretionary | 1.76% |
