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
$147M
AUM Growth
+$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$2.82M
3
+$2.28M
4
NPK icon
National Presto Industries
NPK
+$2.09M
5
UTI icon
Universal Technical Institute
UTI
+$1.12M

Top Sells

1
+$2.57M
2
+$1.64M
3
+$1.55M
4
STR
Sitio Royalties
STR
+$1.05M
5
COP icon
ConocoPhillips
COP
+$951K

Sector Composition

1 Financials 16.77%
2 Technology 15.86%
3 Industrials 14.83%
4 Healthcare 13.56%
5 Consumer Staples 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$77.6K 0.05%
295
+1
102
$75.3K 0.05%
1,209
+8
103
$75K 0.05%
1,013
-74
104
$71.1K 0.05%
183
+1
105
$68.2K 0.05%
169
-12
106
$67.7K 0.05%
267
107
$65.9K 0.04%
130
+1
108
$61.3K 0.04%
146
-41
109
$58.9K 0.04%
1,206
+4
110
$58.3K 0.04%
2,196
+9
111
$53.4K 0.04%
236
112
$53.2K 0.04%
2,891
+9
113
$51.4K 0.04%
293
114
$51.1K 0.03%
196
+1
115
$49.9K 0.03%
100
116
$46.1K 0.03%
593
-351
117
$45.6K 0.03%
4,602
118
$45.5K 0.03%
560
119
$43.2K 0.03%
501
120
$42.2K 0.03%
1,822
+1
121
$42.1K 0.03%
9,066
-5,064
122
$38K 0.03%
200
+1
123
$36.7K 0.03%
918
+14
124
$35.5K 0.02%
1,282
+1
125
$34.5K 0.02%
179
+2
3 4
5
6 7