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
101
$64K 0.07%
1,306
-3
102
$63K 0.07%
883
-3
103
$61K 0.07%
6,025
104
$60K 0.06%
1,400
-489
105
$60K 0.06%
335
106
$56K 0.06%
230
+1
107
$54K 0.06%
3,606
+9
108
$53K 0.06%
703
-1
109
$51K 0.05%
304
110
$49K 0.05%
281
111
$49K 0.05%
267
112
$49K 0.05%
2,320
-1,337
113
$48K 0.05%
175
+1
114
$46K 0.05%
170
115
$46K 0.05%
341
116
$45K 0.05%
1,680
117
$45K 0.05%
713
118
$44K 0.05%
476
+2
119
$39K 0.04%
512
+4
120
$39K 0.04%
508
-100
121
$38K 0.04%
1,815
+3
122
$37K 0.04%
686
+2
123
$36K 0.04%
466
+3
124
$33K 0.04%
99
125
$33K 0.04%
183
-524
3 4
5
6 7