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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$3.27M
3
+$3.17M
4
AZO icon
AutoZone
AZO
+$3.16M
5
ABBV icon
AbbVie
ABBV
+$3.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.09%
2 Healthcare 15.95%
3 Financials 15.62%
4 Consumer Discretionary 10.02%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20K 0.02%
+1,180
152
$20K 0.02%
+304
153
$19K 0.02%
+222
154
$18K 0.02%
+207
155
$18K 0.02%
+293
156
$17K 0.02%
+479
157
$17K 0.02%
+196
158
$17K 0.02%
+222
159
$15K 0.01%
+114
160
$15K 0.01%
+169
161
$15K 0.01%
+268
162
$15K 0.01%
+583
163
$13K 0.01%
+76
164
$11K 0.01%
+131
165
$11K 0.01%
+47
166
$10K 0.01%
+121
167
$10K 0.01%
+46
168
$10K 0.01%
+127
169
$10K 0.01%
+57
170
$9K 0.01%
+10
171
$9K 0.01%
+73
172
$9K 0.01%
+96
173
$9K 0.01%
+342
174
$9K 0.01%
+874
175
$8K 0.01%
+327
5 6
7
8 9