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
$88.3M
AUM Growth
-$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$87K
3
+$85.7K
4
COP icon
ConocoPhillips
COP
+$74K
5
OMC icon
Omnicom Group
OMC
+$68.4K

Top Sells

1
+$119K
2
+$74K
3
+$37.7K
4
ESQ icon
Esquire Financial Holdings
ESQ
+$28.9K
5
MCB icon
Metropolitan Bank Holding Corp
MCB
+$28K

Sector Composition

1 Healthcare 15.68%
2 Financials 15.63%
3 Technology 14.94%
4 Consumer Discretionary 10.81%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$151K 0.17%
2,018
+87
77
$145K 0.16%
3,635
-307
78
$136K 0.15%
1,670
-2
79
$127K 0.14%
1,320
80
$125K 0.14%
1,738
+93
81
$120K 0.14%
3,163
+12
82
$114K 0.13%
2,016
+2
83
$91K 0.1%
2,058
84
$88K 0.1%
2,333
-766
85
$83K 0.09%
697
+1
86
$82K 0.09%
940
+8
87
$79K 0.09%
370
88
$78K 0.09%
468
89
$74K 0.08%
333
-2
90
$74K 0.08%
1,327
+1
91
$72K 0.08%
685
+2
92
$70K 0.08%
4,296
+44
93
$68K 0.08%
224
94
$67K 0.08%
1,915
+11
95
$64K 0.07%
1,603
96
$64K 0.07%
127
97
$63K 0.07%
1,014
98
$60K 0.07%
8,025
+2,000
99
$55K 0.06%
1,302
-4
100
$55K 0.06%
1,247
-73
2 3
4
5 6