GWM
Guardian Wealth Management Portfolio holdings
AUM
$150M
This Quarter Return
-10.65%
1 Year Return
+24.99%
3 Year Return
+78.17%
5 Year Return
–
10 Year Return
–
AUM
$92.9M
AUM Growth
+$92.9M
(-7.7%)
Cap. Flow
+$3.74M
Cap. Flow
% of AUM
4.03%
Top 10 Holdings %
Top 10 Hldgs %
27.77%
Holding
244
New
5
Increased
118
Reduced
37
Closed
13
Top Buys
| 1 |
BERY
Berry Global Group, Inc.
BERY
|
$1.62M |
| 2 |
Lifetime Brands
LCUT
|
$1.48M |
| 3 |
Warner Bros
WBD
|
$856K |
| 4 |
Nelnet
NNI
|
$241K |
| 5 |
Arista Networks
ANET
|
$231K |
Top Sells
| 1 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$1.38M |
| 2 |
Becton Dickinson
BDX
|
$1.21M |
| 3 |
Verisk Analytics
VRSK
|
$837K |
| 4 |
Corning
GLW
|
$424K |
| 5 |
Xylem
XYL
|
$379K |
Sector Composition
| 1 | Healthcare | 16.38% |
| 2 | Financials | 15.45% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.61% |
| 5 | Consumer Staples | 9.12% |
