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
$150M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.71M
3
+$1.51M
4
COP icon
ConocoPhillips
COP
+$1.25M
5
NICE icon
Nice
NICE
+$1.2M

Top Sells

1
+$8.08M
2
+$3.06M
3
+$1.16M
4
MDT icon
Medtronic
MDT
+$867K
5
SWKS icon
Skyworks Solutions
SWKS
+$325K

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
in Stake 		Capital Flow
151
$12.1K 0.01%
36
-1
152
$12K 0.01%
+1,187
153
$11.8K 0.01%
60
154
$11.3K 0.01%
326
155
$11.3K 0.01%
790
-160
156
$10.8K 0.01%
117
157
$10.7K 0.01%
126
-375
158
$10.7K 0.01%
+184
159
$10.6K 0.01%
177
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$10.4K 0.01%
99
161
$10K 0.01%
91
162
$9.84K 0.01%
96
163
$9.24K 0.01%
81
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164
$9.05K 0.01%
54
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165
$9.03K 0.01%
32
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166
$8.87K 0.01%
96
+1
167
$8.8K 0.01%
400
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165
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71
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170
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115
171
$8.11K 0.01%
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172
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+12
173
$7.88K 0.01%
108
174
$7.61K 0.01%
196
175
$7.45K 0.01%
457
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5 6
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