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
$147M
AUM Growth
+$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$2.82M
3
+$2.28M
4
NPK icon
National Presto Industries
NPK
+$2.09M
5
UTI icon
Universal Technical Institute
UTI
+$1.12M

Top Sells

1
+$2.57M
2
+$1.64M
3
+$1.55M
4
STR
Sitio Royalties
STR
+$1.05M
5
COP icon
ConocoPhillips
COP
+$951K

Sector Composition

1 Financials 16.77%
2 Technology 15.86%
3 Industrials 14.83%
4 Healthcare 13.56%
5 Consumer Staples 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$34K 0.02%
1,840
-2,736
127
$33.7K 0.02%
208
+1
128
$33.7K 0.02%
469
+3
129
$33.5K 0.02%
101
130
$33.5K 0.02%
1,132
+1
131
$33.4K 0.02%
1,138
+1
132
$33.2K 0.02%
521
+3
133
$30.4K 0.02%
538
+5
134
$30K 0.02%
523
135
$29.5K 0.02%
258
+1
136
$29.4K 0.02%
176
137
$26.6K 0.02%
95
138
$25.6K 0.02%
203
+3
139
$22.2K 0.02%
215
140
$21.9K 0.01%
186
141
$21.7K 0.01%
126
+1
142
$21.6K 0.01%
400
+1
143
$20.5K 0.01%
225
-2
144
$19.7K 0.01%
90
145
$17.4K 0.01%
218
146
$17.4K 0.01%
131
147
$16.9K 0.01%
742
+590
148
$15.8K 0.01%
54
149
$15.7K 0.01%
152
150
$15.1K 0.01%
69
4 5
6
7 8