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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$3.27M
3
+$3.17M
4
AZO icon
AutoZone
AZO
+$3.16M
5
ABBV icon
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 Change
in Stake 		Capital Flow
26
$1.62M 1.56%
+9,476
27
$1.6M 1.54%
+40,705
28
$1.55M 1.5%
+10,026
29
$1.47M 1.42%
+4,143
30
$1.37M 1.32%
+6,468
31
$1.36M 1.31%
+64,588
32
$1.32M 1.27%
+56,035
33
$1.31M 1.26%
+17,837
34
$1.24M 1.19%
+11,987
35
$1.24M 1.19%
+54,145
36
$1.16M 1.12%
+4,742
37
$1.14M 1.1%
+3,182
38
$1.11M 1.07%
+15,348
39
$1.09M 1.05%
+7,038
40
$1.08M 1.04%
+37,302
41
$1.06M 1.02%
+11,964
42
$1.04M 1%
+8,615
43
$1.03M 1%
+3,743
44
$1.02M 0.98%
+6,884
45
$1.01M 0.98%
+13,986
46
$989K 0.95%
+5,568
47
$948K 0.91%
+11,114
48
$909K 0.88%
+32,102
49
$899K 0.87%
+4,916
50
$898K 0.86%
+16,701
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