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
$92.9M
AUM Growth
-$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.48M
3
+$856K
4
NNI icon
Nelnet
NNI
+$241K
5
ANET icon
Arista Networks
ANET
+$231K

Top Sells

1
+$1.38M
2
+$1.21M
3
+$837K
4
GLW icon
Corning
GLW
+$424K
5
XYL icon
Xylem
XYL
+$379K

Sector Composition

1 Healthcare 16.38%
2 Financials 15.45%
3 Technology 14%
4 Consumer Discretionary 11.61%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$31K 0.03%
319
+3
127
$29K 0.03%
1,385
+2
128
$29K 0.03%
929
-538
129
$29K 0.03%
259
+1
130
$29K 0.03%
410
+4
131
$29K 0.03%
1,821
-36
132
$28K 0.03%
400
133
$25K 0.03%
161
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134
$23K 0.02%
649
135
$22K 0.02%
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136
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853
137
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146
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138
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111
139
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400
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140
$18K 0.02%
591
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141
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98
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142
$16K 0.02%
299
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146
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216
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147
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479
149
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224
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150
$14K 0.02%
327
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4 5
6
7 8