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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
51
$610K 0.36%
4,482
-64
52
$523K 0.31%
2,504
+36
53
$449K 0.27%
2,462
54
$364K 0.22%
1,951
+1
55
$356K 0.21%
1,446
56
$300K 0.18%
3,912
+3
57
$250K 0.15%
1,255
+3
58
$212K 0.13%
+671
59
$208K 0.12%
454
60
$162K 0.1%
12,317
+235
61
$56.8K 0.03%
51,610
62
– –
-30,996
63
– –
-11,327
64
– –
-271,475
65
– –
-12,007
1 2
3