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
101
$72K 0.07%
+173
102
$72K 0.07%
+4,177
103
$70K 0.07%
+1,881
104
$69K 0.07%
+333
105
$69K 0.07%
+3,654
106
$67K 0.06%
+3,580
107
$66K 0.06%
+267
108
$65K 0.06%
+994
109
$64K 0.06%
+6,025
110
$64K 0.06%
+127
111
$63K 0.06%
+302
112
$63K 0.06%
+648
113
$62K 0.06%
+281
114
$60K 0.06%
+1,467
115
$59K 0.06%
+874
116
$55K 0.05%
+340
117
$52K 0.05%
+668
118
$52K 0.05%
+710
119
$51K 0.05%
+228
120
$51K 0.05%
+170
121
$51K 0.05%
+257
122
$49K 0.05%
+471
123
$48K 0.05%
+1,806
124
$47K 0.05%
+99
125
$47K 0.05%
+345
3 4
5
6 7