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
26
$1.93M 1.49%
10,200
-85
27
$1.9M 1.46%
14,669
+216
28
$1.77M 1.37%
31,947
-3,468
29
$1.77M 1.36%
10,846
-319
30
$1.71M 1.32%
44,570
-1,247
31
$1.47M 1.13%
72,207
+39
32
$1.45M 1.12%
11,862
-914
33
$1.43M 1.1%
3,140
-514
34
$1.37M 1.06%
130,878
-3,901
35
$1.32M 1.01%
6,020
+17
36
$1.28M 0.98%
25,430
+1,018
37
$1.22M 0.94%
11,597
-431
38
$1.14M 0.88%
135,837
+10,518
39
$1.14M 0.87%
38,211
+580
40
$1.13M 0.87%
12,941
-433
41
$1.07M 0.82%
9,878
+538
42
$918K 0.71%
5,356
-19
43
$902K 0.69%
33,546
-36,393
44
$835K 0.64%
4,074
-185
45
$834K 0.64%
143,814
+17,548
46
$818K 0.63%
9,224
+557
47
$791K 0.61%
2,158
-34
48
$669K 0.52%
43,799
+4,872
49
$518K 0.4%
1,230
-3
50
$493K 0.38%
56,480
+16,575
1
2
3 4 5