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
$130M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.17M
3
+$316K
4
DE icon
Deere & Co
DE
+$200K
5
LLY icon
Eli Lilly
LLY
+$174K

Top Sells

1
+$2.76M
2
+$978K
3
+$234K
4
LKQ icon
LKQ Corp
LKQ
+$232K
5
BERY
Berry Global Group, Inc.
BERY
+$193K

Sector Composition

1 Financials 18.38%
2 Technology 16.23%
3 Healthcare 16.1%
4 Industrials 10.83%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$29K 0.02%
195
+2
127
$28.7K 0.02%
246
128
$28.3K 0.02%
522
+5
129
$28.1K 0.02%
174
+2
130
$25.6K 0.02%
164
131
$25.3K 0.02%
1,589
132
$22.6K 0.02%
87
133
$22.3K 0.02%
641
-946
134
$22K 0.02%
175
+1
135
$20.4K 0.02%
599
-200
136
$19K 0.01%
186
-103
137
$18.4K 0.01%
214
138
$17.5K 0.01%
236
139
$17.2K 0.01%
441
+2
140
$17K 0.01%
378
-211
141
$16.5K 0.01%
126
+1
142
$16.2K 0.01%
90
-2
143
$16K 0.01%
226
144
$15.3K 0.01%
131
145
$13.8K 0.01%
99
146
$13.6K 0.01%
950
147
$13.4K 0.01%
54
148
$13.3K 0.01%
37
149
$13.2K 0.01%
296
+3
150
$13.2K 0.01%
152
+1
4 5
6
7 8