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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$3.27M
3
+$3.17M
4
AZO icon
AutoZone
AZO
+$3.16M
5
ABBV icon
AbbVie
ABBV
+$3.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.09%
2 Healthcare 15.95%
3 Financials 15.62%
4 Consumer Discretionary 10.02%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$43K 0.04%
+400
127
$43K 0.04%
+461
128
$41K 0.04%
+366
129
$39K 0.04%
+180
130
$37K 0.04%
+678
131
$32K 0.03%
+519
132
$32K 0.03%
+159
133
$30K 0.03%
+487
134
$29K 0.03%
+1,382
135
$28K 0.03%
+99
136
$27K 0.03%
+644
137
$27K 0.03%
+111
138
$26K 0.03%
+430
139
$26K 0.03%
+145
140
$26K 0.03%
+1,848
141
$25K 0.02%
+213
142
$25K 0.02%
+853
143
$23K 0.02%
+397
144
$23K 0.02%
+127
145
$23K 0.02%
+486
146
$22K 0.02%
+125
147
$22K 0.02%
+57
148
$22K 0.02%
+97
149
$22K 0.02%
+402
150
$20K 0.02%
+757
4 5
6
7 8