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
$92.9M
AUM Growth
-$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.48M
3
+$856K
4
NNI icon
Nelnet
NNI
+$241K
5
ANET icon
Arista Networks
ANET
+$231K

Top Sells

1
+$1.38M
2
+$1.21M
3
+$837K
4
GLW icon
Corning
GLW
+$424K
5
XYL icon
Xylem
XYL
+$379K

Sector Composition

1 Healthcare 16.38%
2 Financials 15.45%
3 Technology 14%
4 Consumer Discretionary 11.61%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$160K 0.17%
3,151
-262
77
$148K 0.16%
1,672
+4
78
$148K 0.16%
1,931
-82
79
$144K 0.16%
1,320
80
$142K 0.15%
10,352
+243
81
$131K 0.14%
1,645
+16
82
$115K 0.12%
2,014
+14
83
$103K 0.11%
3,099
-1,243
84
$90K 0.1%
2,058
85
$89K 0.1%
696
+1
86
$83K 0.09%
1,326
+4
87
$82K 0.09%
370
+1
88
$81K 0.09%
468
+1
89
$80K 0.09%
932
+440
90
$79K 0.09%
1,904
+15
91
$77K 0.08%
683
+2
92
$75K 0.08%
1,014
+20
93
$73K 0.08%
1,949
+3
94
$72K 0.08%
1,603
+30
95
$72K 0.08%
1,300
-170
96
$71K 0.08%
224
-1
97
$71K 0.08%
1,420
-355
98
$70K 0.08%
4,252
+39
99
$69K 0.07%
1,320
+1
100
$65K 0.07%
127
2 3
4
5 6