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GWMI

Guardian Wealth Management (Illinois) Portfolio holdings

AUM $183M
1-Year Est. Return 29.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.16M
3
+$2.95M
4
LKQ icon
LKQ Corp
LKQ
+$2.54M
5
RPC
Ridgepost Capital
RPC
+$1.37M

Top Sells

1
+$4.99M
2
+$4.75M
3
+$2.49M
4
RVTY icon
Revvity
RVTY
+$1.1M
5
DLTH icon
Duluth Holdings
DLTH
+$65.1K

Sector Composition

1 Financials 17.76%
2 Industrials 16.35%
3 Technology 15.66%
4 Healthcare 12.3%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 1.61%
112,078
+1,747
27
$2.57M 1.52%
13,848
+218
28
$2.55M 1.51%
31,318
+1,065
29
$2.52M 1.49%
16,427
+311
30
$2.47M 1.46%
4,350
+40
31
$2.27M 1.34%
16,131
+236
32
$2.06M 1.21%
16,530
+348
33
$1.99M 1.18%
23,978
+280
34
$1.96M 1.16%
48,031
+2,287
35
$1.83M 1.08%
51,764
+1,866
36
$1.78M 1.05%
26,746
+702
37
$1.78M 1.05%
6,203
-17
38
$1.6M 0.94%
10,281
+152
39
$1.47M 0.87%
57,007
-1,614
40
$1.45M 0.86%
12,699
+158
41
$1.42M 0.84%
2,841
-42
42
$1.35M 0.8%
49,425
-2,181
43
$1.3M 0.77%
5,118
+4
44
$1.12M 0.66%
57,494
+263
45
$1.1M 0.65%
2,307
-4
46
$921K 0.54%
65,027
+5,400
47
$787K 0.47%
33,828
+1,351
48
$759K 0.45%
3,187
-17
49
$750K 0.44%
16,699
+1,333
50
$645K 0.38%
1,246
+1
1
2
3