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
$107M
AUM Growth
-$2.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$619K
2
+$614K
3
+$416K
4
LLYVK icon
Liberty Live Group Series C
LLYVK
+$338K
5
COP icon
ConocoPhillips
COP
+$331K

Top Sells

1
+$1.21M
2
+$386K
3
+$319K
4
AEP icon
American Electric Power
AEP
+$308K
5
GRMN icon
Garmin
GRMN
+$201K

Sector Composition

1 Technology 18.21%
2 Financials 16.99%
3 Healthcare 15.1%
4 Consumer Discretionary 9.68%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$606K 0.57%
153,088
-259
52
$454K 0.43%
1,664
+2
53
$445K 0.42%
5,803
-1,777
54
$430K 0.4%
11,266
+103
55
$422K 0.4%
5,616
-4,095
56
$389K 0.36%
1,232
+4
57
$347K 0.32%
5,121
-5,693
58
$338K 0.32%
+10,540
59
$311K 0.29%
1,777
+6
60
$276K 0.26%
6,757
-319
61
$218K 0.2%
6,945
+2,651
62
$213K 0.2%
1,479
-35
63
$213K 0.2%
12,373
+469
64
$203K 0.19%
19,487
-642
65
$200K 0.19%
11,788
-2,524
66
$197K 0.18%
1,236
+35
67
$190K 0.18%
40,515
+26
68
$184K 0.17%
2,540
+101
69
$183K 0.17%
1,744
-1,908
70
$175K 0.16%
2,764
-659
71
$170K 0.16%
+5,931
72
$158K 0.15%
2,936
+9
73
$155K 0.15%
2,064
+79
74
$154K 0.14%
1,419
-158
75
$139K 0.13%
2,075
+222
1 2
3
4 5