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
$92.9M
AUM Growth
-$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.48M
3
+$856K
4
NNI icon
Nelnet
NNI
+$241K
5
ANET icon
Arista Networks
ANET
+$231K

Top Sells

1
+$1.38M
2
+$1.21M
3
+$837K
4
GLW icon
Corning
GLW
+$424K
5
XYL icon
Xylem
XYL
+$379K

Sector Composition

1 Healthcare 16.38%
2 Financials 15.45%
3 Technology 14%
4 Consumer Discretionary 11.61%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14K 0.02%
196
152
$13K 0.01%
227
+5
153
$13K 0.01%
116
154
$13K 0.01%
272
+2
155
$12K 0.01%
170
156
$11K 0.01%
117
+2
157
$11K 0.01%
75
+1
158
$10K 0.01%
580
159
$10K 0.01%
229
+2
160
$9K 0.01%
131
161
$9K 0.01%
47
162
$9K 0.01%
+115
163
$8K 0.01%
47
+1
164
$8K 0.01%
95
+7
165
$8K 0.01%
96
166
$8K 0.01%
1,180
167
$8K 0.01%
342
168
$8K 0.01%
106
+1
169
$8K 0.01%
168
+2
170
$8K 0.01%
57
171
$8K 0.01%
149
-520
172
$7K 0.01%
120
173
$7K 0.01%
121
174
$7K 0.01%
73
-135
175
$7K 0.01%
128
+1
5 6
7
8 9