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
51
$898K 0.86%
+3,926
52
$853K 0.82%
+4,683
53
$649K 0.62%
+13,521
54
$623K 0.6%
+10,702
55
$538K 0.52%
+4,490
56
$503K 0.48%
+3,697
57
$454K 0.44%
+23,348
58
$431K 0.41%
+1,281
59
$402K 0.39%
+10,794
60
$384K 0.37%
+2,186
61
$370K 0.36%
+24,017
62
$336K 0.32%
+13,112
63
$327K 0.31%
+12,129
64
$314K 0.3%
+3,991
65
$310K 0.3%
+4,702
66
$309K 0.3%
+10,423
67
$290K 0.28%
+4,248
68
$283K 0.27%
+2,804
69
$266K 0.26%
+1,288
70
$258K 0.25%
+1,840
71
$249K 0.24%
+3,928
72
$229K 0.22%
+4,689
73
$181K 0.17%
+2,068
74
$171K 0.16%
+3,296
75
$170K 0.16%
+8,486
1 2
3
4 5