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
$107M
AUM Growth
-$2.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$619K
2
+$614K
3
+$416K
4
LLYVK icon
Liberty Live Group Series C
LLYVK
+$338K
5
COP icon
ConocoPhillips
COP
+$331K

Top Sells

1
+$1.21M
2
+$386K
3
+$319K
4
AEP icon
American Electric Power
AEP
+$308K
5
GRMN icon
Garmin
GRMN
+$201K

Sector Composition

1 Technology 18.21%
2 Financials 16.99%
3 Healthcare 15.1%
4 Consumer Discretionary 9.68%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26K 0.02%
502
+1
127
$26K 0.02%
245
+1
128
$25.2K 0.02%
118
129
$24.8K 0.02%
151
-17
130
$24K 0.02%
263
+2
131
$23.4K 0.02%
403
-125
132
$22K 0.02%
57
133
$21.6K 0.02%
650
-608
134
$21.2K 0.02%
230
-31
135
$20.9K 0.02%
170
+2
136
$20.4K 0.02%
588
+2
137
$20.2K 0.02%
404
+1
138
$19.1K 0.02%
138
-18
139
$18.9K 0.02%
112
+1
140
$18.4K 0.02%
174
+1
141
$18.1K 0.02%
560
-4
142
$15.5K 0.01%
316
+3
143
$15K 0.01%
233
144
$14.7K 0.01%
438
-160
145
$14.5K 0.01%
196
146
$14.5K 0.01%
399
-146
147
$13.6K 0.01%
321
148
$13.3K 0.01%
1,589
149
$13.3K 0.01%
124
+1
150
$12.8K 0.01%
950
4 5
6
7 8