GWM
Guardian Wealth Management Portfolio holdings
AUM
$150M
This Quarter Return
+13.81%
1 Year Return
+24.99%
3 Year Return
+78.17%
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.69%
Holding
230
New
230
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Abbott
ABT
|
$3.44M |
| 2 |
Brookfield
BN
|
$3.27M |
| 3 |
KKR & Co
KKR
|
$3.17M |
| 4 |
AutoZone
AZO
|
$3.16M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Super League Enterprise
SLE
$3.63M
| $0 | ﹤0.01% |
+150
| New | – |
|
227
TherapeuticsMD
TXMD
$12.8M
| $0 | ﹤0.01% |
+100
| New | – |
|
228
Viatris
VTRS
$12.3B
| $0 | ﹤0.01% |
+33
| New | – |
|
|
GMBL
229
DELISTED
Esports Entertainment Group Inc. Common Stock
GMBL
| $0 | ﹤0.01% |
+60
| New | – |
|
|
HGEN
230
DELISTED
HUMANIGEN, INC.
HGEN
| $0 | ﹤0.01% |
+128
| New | – |
|