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
$107M
AUM Growth
-$2.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$619K
2
+$614K
3
+$416K
4
LLYVK icon
Liberty Live Group Series C
LLYVK
+$338K
5
COP icon
ConocoPhillips
COP
+$331K

Top Sells

1
+$1.21M
2
+$386K
3
+$319K
4
AEP icon
American Electric Power
AEP
+$308K
5
GRMN icon
Garmin
GRMN
+$201K

Sector Composition

1 Technology 18.21%
2 Financials 16.99%
3 Healthcare 15.1%
4 Consumer Discretionary 9.68%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$61.2K 0.06%
1,301
-285
102
$55.2K 0.05%
1,820
-130
103
$54K 0.05%
179
+1
104
$52.6K 0.05%
980
-275
105
$52.1K 0.05%
3,087
+6
106
$51.7K 0.05%
192
107
$43.6K 0.04%
2,745
-1,667
108
$43.3K 0.04%
657
-80
109
$42.1K 0.04%
282
110
$41.5K 0.04%
293
111
$41.3K 0.04%
514
112
$37.9K 0.04%
993
113
$36.4K 0.03%
100
+1
114
$34.4K 0.03%
1,524
+3
115
$33.7K 0.03%
448
116
$33.2K 0.03%
437
+5
117
$32.7K 0.03%
512
-83
118
$32.1K 0.03%
1,340
-17
119
$31K 0.03%
1,130
120
$29.8K 0.03%
191
+2
121
$29.7K 0.03%
524
-490
122
$27.5K 0.03%
480
+4
123
$27.4K 0.03%
772
-75
124
$26.5K 0.02%
398
+2
125
$26.2K 0.02%
199
3 4
5
6 7