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
151
$12.7K 0.01%
97
152
$12.6K 0.01%
138
-66
153
$11.8K 0.01%
93
+73
154
$11.5K 0.01%
550
155
$11.2K 0.01%
52
156
$10.5K 0.01%
228
+20
157
$10.5K 0.01%
100
+1
158
$10.3K 0.01%
151
159
$10.3K 0.01%
131
160
$9.54K 0.01%
288
+3
161
$9.53K 0.01%
85
162
$9.28K 0.01%
408
163
$9.12K 0.01%
59
+1
164
$9.06K 0.01%
203
+2
165
$8.95K 0.01%
549
+7
166
$8.78K 0.01%
97
167
$8.53K 0.01%
96
168
$8.36K 0.01%
65
169
$8.04K 0.01%
85
170
$8.03K 0.01%
115
171
$7.36K 0.01%
308
-4
172
$7.21K 0.01%
111
+1
173
$6.95K 0.01%
11
174
$6.84K 0.01%
32
-16
175
$6.8K 0.01%
52
5 6
7
8 9