GWM
Guardian Wealth Management Portfolio holdings
AUM
$169M
1-Year Est. Return
26.58%
1 Year Est. Return
+26.58%
AUM
$150M
AUM Growth
+$423K
(+0.28%)
Holding
231
Top Buys
| 1 | +$2.14M | |
| 2 | +$2.1M | |
| 3 | +$1.77M | |
| 4 |
SS&C Technologies
SSNC
|
+$1.69M |
| 5 |
STR
Sitio Royalties
STR
|
+$1.24M |
Top Sells
| 1 | +$5.01M | |
| 2 | +$4.54M | |
| 3 | +$2.18M | |
| 4 |
National Presto Industries
NPK
|
+$517K |
| 5 |
Eli Lilly
LLY
|
+$411K |
Sector Composition
| 1 | Industrials | 17.61% |
| 2 | Financials | 16.54% |
| 3 | Technology | 13.75% |
| 4 | Healthcare | 13.19% |
| 5 | Consumer Staples | 8.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Southern Company
SO
$99.9B
| – | – |
-117
|
|
||
227
Sonoco
SON
$4.04B
| – | – |
-1,210
|
|
||
228
S&P Global
SPGI
$150B
| – | – |
-100
|
|
||
229
Invesco S&P 500 High Beta ETF
SPHB
$493M
| – | – |
-872
|
|
||
230
Seagate
STX
$55.1B
| – | – |
-126
|
|
||
231
Skyworks Solutions
SWKS
$9.9B
| – | – |
-5
|
|