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
76
$133K 0.1%
1,736
-435
77
$131K 0.1%
629
78
$129K 0.1%
8,082
79
$125K 0.1%
715
80
$124K 0.1%
298
-39
81
$123K 0.09%
1,059
+468
82
$123K 0.09%
1,698
-515
83
$108K 0.08%
1,057
-152
84
$108K 0.08%
818
85
$104K 0.08%
1,785
-251
86
$100K 0.08%
489
+2
87
$97.9K 0.08%
51,610
88
$88.6K 0.07%
1,194
89
$88.5K 0.07%
3,594
-306
90
$84K 0.06%
297
+1
91
$82.7K 0.06%
341
92
$81.3K 0.06%
5,825
-3,493
93
$80.3K 0.06%
1,411
94
$79.8K 0.06%
1,380
-108
95
$77.5K 0.06%
1,266
-107
96
$77K 0.06%
756
-48
97
$76.5K 0.06%
+872
98
$71.6K 0.06%
267
-38
99
$70.4K 0.05%
1,319
100
$70K 0.05%
1,475
+4
2 3
4
5 6