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
$147M
AUM Growth
+$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$2.82M
3
+$2.28M
4
NPK icon
National Presto Industries
NPK
+$2.09M
5
UTI icon
Universal Technical Institute
UTI
+$1.12M

Top Sells

1
+$2.57M
2
+$1.64M
3
+$1.55M
4
STR
Sitio Royalties
STR
+$1.05M
5
COP icon
ConocoPhillips
COP
+$951K

Sector Composition

1 Financials 16.77%
2 Technology 15.86%
3 Industrials 14.83%
4 Healthcare 13.56%
5 Consumer Staples 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$132K 0.09%
2,528
-22
77
$126K 0.09%
2,134
+3
78
$124K 0.08%
1,611
-56
79
$118K 0.08%
1,487
+3
80
$117K 0.08%
1,086
+107
81
$112K 0.08%
1,411
82
$104K 0.07%
446
-153
83
$102K 0.07%
51,610
84
$102K 0.07%
278
-4
85
$99K 0.07%
341
86
$97.8K 0.07%
7,673
-1
87
$97.7K 0.07%
1,186
-8
88
$97.5K 0.07%
2,686
-713
89
$95.8K 0.07%
+30,996
90
$95.8K 0.07%
1,399
-142
91
$94.2K 0.06%
715
92
$90.3K 0.06%
1,050
93
$84.7K 0.06%
2,022
+1,805
94
$84K 0.06%
496
+451
95
$81.4K 0.06%
818
96
$81K 0.06%
1,392
+3
97
$80.6K 0.05%
4,951
-302
98
$79K 0.05%
742
99
$78.2K 0.05%
3,023
-247
100
$77.7K 0.05%
876
+1
2 3
4
5 6