GWMI

Guardian Wealth Management (Illinois) Portfolio holdings

AUM $169M
1-Year Est. Return 26.58%
This Quarter Est. Return
1 Year Est. Return
+26.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$3.27M
3
+$3.17M
4
AZO icon
AutoZone
AZO
+$3.16M
5
ABBV icon
AbbVie
ABBV
+$3.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.09%
2 Healthcare 15.95%
3 Financials 15.62%
4 Consumer Discretionary 10.02%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20K 0.02%
+304
152
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+757
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$19K 0.02%
+222
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$18K 0.02%
+293
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$18K 0.02%
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$17K 0.02%
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$17K 0.02%
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$17K 0.02%
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159
$15K 0.01%
+114
160
$15K 0.01%
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161
$15K 0.01%
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162
$15K 0.01%
+583
163
$13K 0.01%
+76
164
$11K 0.01%
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$11K 0.01%
+47
166
$10K 0.01%
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$10K 0.01%
+46
168
$10K 0.01%
+127
169
$10K 0.01%
+57
170
$9K 0.01%
+874
171
$9K 0.01%
+10
172
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173
$9K 0.01%
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174
$9K 0.01%
+342
175
$8K 0.01%
+327
5 6
7
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