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
101
$52K 0.06%
230
102
$52K 0.06%
1,050
-250
103
$51K 0.06%
662
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104
$51K 0.06%
1,345
-75
105
$50K 0.06%
1,400
106
$50K 0.06%
3,555
-51
107
$49K 0.06%
176
+1
108
$48K 0.05%
281
109
$48K 0.05%
1,879
-70
110
$48K 0.05%
267
111
$47K 0.05%
880
-3
112
$46K 0.05%
479
+3
113
$45K 0.05%
170
114
$44K 0.05%
304
115
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339
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116
$43K 0.05%
717
+4
117
$42K 0.05%
1,690
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118
$38K 0.04%
508
119
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515
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120
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468
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121
$37K 0.04%
1,821
+6
122
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247
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123
$33K 0.04%
2,127
-193
124
$30K 0.03%
1,250
+908
125
$30K 0.03%
99
3 4
5
6 7