GWMI

Guardian Wealth Management (Illinois) Portfolio holdings

AUM $170M
1-Year Est. Return 23.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.7M
3
+$1.53M
4
NICE icon
Nice
NICE
+$1.25M
5
COP icon
ConocoPhillips
COP
+$1.19M

Top Sells

1
+$8.06M
2
+$2.96M
3
+$996K
4
MDT icon
Medtronic
MDT
+$864K
5
SWKS icon
Skyworks Solutions
SWKS
+$329K

Sector Composition

1 Technology 16.48%
2 Financials 15.37%
3 Healthcare 14.43%
4 Industrials 13.84%
5 Consumer Staples 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
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