GWM
Guardian Wealth Management Portfolio holdings
AUM
$150M
1-Year Est. Return
24.99%
1 Year Est. Return
+24.99%
AUM
$150M
AUM Growth
+$3M
(+2%)
Holding
239
Top Buys
| 1 | +$1.89M | |
| 2 | +$1.71M | |
| 3 | +$1.51M | |
| 4 |
ConocoPhillips
COP
|
+$1.25M |
| 5 |
Nice
NICE
|
+$1.2M |
Top Sells
| 1 | +$8.08M | |
| 2 | +$3.06M | |
| 3 | +$1.16M | |
| 4 |
Medtronic
MDT
|
+$867K |
| 5 |
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 | 8.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Chemours
CC
$2.02B
| – | – |
0
|
|
||
227
Super League Enterprise
SLE
$3.75M
| – | – |
0
|
|
||
228
TherapeuticsMD
TXMD
$14.1M
| $2 | ﹤0.01% |
2
|
|
||
229
Xerox
XRX
$401M
| – | – |
0
|
|
||
230
Blackrock
BLK
$175B
| – | – |
-11
|
|
||
231
Carrier Global
CARR
$48.3B
| – | – |
-25
|
|
||
232
Edison International
EIX
$22.4B
| – | – |
-218
|
|
||
233
Ford
F
$49.5B
| – | – |
-4,602
|
|
||
234
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.69B
| – | – |
-115
|
|
||
235
Nuveen Municipal Value Fund
NUV
$1.87B
| – | – |
-268
|
|
||
236
Otis Worldwide
OTIS
$35.9B
| – | – |
-13
|
|
||
237
RTX Corp
RTX
$238B
| – | – |
-77
|
|
||
238
SLB Limited
SLB
$52.1B
| – | – |
-31
|
|
||
239
Vodafone
VOD
$28.1B
| – | – |
-1
|
|