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
$130M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.17M
3
+$316K
4
DE icon
Deere & Co
DE
+$200K
5
LLY icon
Eli Lilly
LLY
+$174K

Top Sells

1
+$2.76M
2
+$978K
3
+$234K
4
LKQ icon
LKQ Corp
LKQ
+$232K
5
BERY
Berry Global Group, Inc.
BERY
+$193K

Sector Composition

1 Financials 18.38%
2 Technology 16.23%
3 Healthcare 16.1%
4 Industrials 10.83%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$69.2K 0.05%
+1,213
102
$69.2K 0.05%
180
103
$64.1K 0.05%
3,099
+6
104
$63.9K 0.05%
129
+1
105
$61.1K 0.05%
4,602
+4,372
106
$60.2K 0.05%
2,171
-76
107
$55.1K 0.04%
194
+1
108
$50.2K 0.04%
623
+180
109
$49.7K 0.04%
293
110
$48K 0.04%
516
-141
111
$44.5K 0.03%
2,813
+36
112
$42.5K 0.03%
1,129
113
$42.5K 0.03%
100
114
$42.4K 0.03%
873
-42
115
$41.5K 0.03%
1,530
+3
116
$36.9K 0.03%
118
117
$36.7K 0.03%
875
-1,287
118
$36.1K 0.03%
516
+3
119
$36K 0.03%
1,133
+2
120
$32.4K 0.02%
218
-66
121
$32K 0.02%
182
-7
122
$31.6K 0.02%
402
+1
123
$30.3K 0.02%
199
124
$29.4K 0.02%
460
+4
125
$29.4K 0.02%
501
+1
3 4
5
6 7