GWM

Guardian Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 24.99%
This Quarter Est. Return
1 Year Est. Return
+24.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.17M
3
+$316K
4
DE icon
Deere & Co
DE
+$200K
5
LLY icon
Eli Lilly
LLY
+$174K

Top Sells

1
+$2.76M
2
+$978K
3
+$234K
4
LKQ icon
LKQ Corp
LKQ
+$232K
5
BERY
Berry Global Group, Inc.
BERY
+$193K

Sector Composition

1 Financials 18.38%
2 Technology 16.23%
3 Healthcare 16.1%
4 Industrials 10.83%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$523 ﹤0.01%
29
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$509 ﹤0.01%
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$489 ﹤0.01%
2
230
$444 ﹤0.01%
3
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$387 ﹤0.01%
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$347 ﹤0.01%
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$261 ﹤0.01%
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$5 ﹤0.01%
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7 8 9
10
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