GWM
Guardian Wealth Management Portfolio holdings
AUM
$150M
This Quarter Return
-0.9%
1 Year Return
+24.99%
3 Year Return
+78.17%
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
+$107M
(-2.5%)
Cap. Flow
+$471K
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
32.7%
Holding
236
New
8
Increased
92
Reduced
60
Closed
10
Top Buys
| 1 |
SS&C Technologies
SSNC
|
$619K |
| 2 |
Sterling Infrastructure
STRL
|
$614K |
| 3 |
Eli Lilly
LLY
|
$416K |
| 4 |
Liberty Live Group Series C
LLYVK
|
$338K |
| 5 |
ConocoPhillips
COP
|
$331K |
Top Sells
| 1 |
Colgate-Palmolive
CL
|
$1.21M |
| 2 |
AstraZeneca
AZN
|
$386K |
| 3 |
American Electric Power
AEP
|
$308K |
| 4 |
Garmin
GRMN
|
$201K |
| 5 |
Eastman Chemical
EMN
|
$136K |
Sector Composition
| 1 | Technology | 18.21% |
| 2 | Financials | 16.99% |
| 3 | Healthcare | 15.1% |
| 4 | Consumer Discretionary | 9.68% |
| 5 | Industrials | 8.3% |
