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
$88.3M
AUM Growth
-$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$87K
3
+$85.7K
4
COP icon
ConocoPhillips
COP
+$74K
5
OMC icon
Omnicom Group
OMC
+$68.4K

Top Sells

1
+$119K
2
+$74K
3
+$37.7K
4
ESQ icon
Esquire Financial Holdings
ESQ
+$28.9K
5
MCB icon
Metropolitan Bank Holding Corp
MCB
+$28K

Sector Composition

1 Healthcare 15.68%
2 Financials 15.63%
3 Technology 14.94%
4 Consumer Discretionary 10.81%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$30K 0.03%
184
+1
127
$29K 0.03%
1,389
+4
128
$27K 0.03%
1,829
+8
129
$26K 0.03%
929
130
$24K 0.03%
836
-42
131
$24K 0.03%
163
+2
132
$24K 0.03%
853
133
$24K 0.03%
112
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134
$22K 0.02%
302
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135
$21K 0.02%
+910
136
$20K 0.02%
681
-5
137
$19K 0.02%
212
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138
$18K 0.02%
217
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139
$17K 0.02%
316
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140
$17K 0.02%
401
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141
$17K 0.02%
592
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142
$16K 0.02%
120
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$16K 0.02%
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144
$16K 0.02%
310
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145
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491
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146
$15K 0.02%
560
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147
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301
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148
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130
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149
$14K 0.02%
196
150
$14K 0.02%
+950
4 5
6
7 8