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
76
$169K 0.16%
+1,666
77
$137K 0.13%
+4,342
78
$131K 0.13%
+1,271
79
$130K 0.13%
+1,608
80
$121K 0.12%
+694
81
$117K 0.11%
+13,920
82
$115K 0.11%
+1,991
83
$112K 0.11%
+2,057
84
$108K 0.1%
+679
85
$102K 0.1%
+9,919
86
$101K 0.1%
+505
87
$100K 0.1%
+1,938
88
$100K 0.1%
+886
89
$97K 0.09%
+466
90
$97K 0.09%
+225
91
$91K 0.09%
+1,862
92
$87K 0.08%
+1,571
93
$87K 0.08%
+1,737
94
$82K 0.08%
+1,470
95
$79K 0.08%
+1,509
96
$78K 0.08%
+1,322
97
$78K 0.08%
+1,313
98
$77K 0.07%
+3,797
99
$77K 0.07%
+369
100
$75K 0.07%
+2,350
2 3
4
5 6