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
51
$430K 0.33%
11,565
+431
52
$394K 0.3%
3,931
-1,526
53
$335K 0.26%
7,653
+91
54
$319K 0.25%
10,449
+494
55
$303K 0.23%
4,473
-323
56
$303K 0.23%
5,224
-265
57
$295K 0.23%
3,423
-736
58
$283K 0.22%
1,430
-304
59
$261K 0.2%
1,360
+53
60
$238K 0.18%
5,935
+4
61
$222K 0.17%
1,493
-254
62
$201K 0.15%
12,568
+52
63
$200K 0.15%
+488
64
$185K 0.14%
2,432
-123
65
$184K 0.14%
1,186
-222
66
$181K 0.14%
2,337
+1,889
67
$173K 0.13%
32,442
68
$172K 0.13%
951
-510
69
$161K 0.12%
2,139
-477
70
$152K 0.12%
362
-3
71
$149K 0.11%
213
-13
72
$145K 0.11%
725
+4
73
$140K 0.11%
2,805
-141
74
$137K 0.11%
7,000
-4,122
75
$135K 0.1%
1,050
1 2
3
4 5