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
151
$13.1K 0.01%
69
152
$12.6K 0.01%
80
+1
153
$12.6K 0.01%
293
-44
154
$12.4K 0.01%
550
155
$12.2K 0.01%
116
+1
156
$11.9K 0.01%
85
157
$11.7K 0.01%
205
+1
158
$11.2K 0.01%
92
-8
159
$11.1K 0.01%
116
-12
160
$10.9K 0.01%
60
161
$10.8K 0.01%
82
162
$10.4K 0.01%
91
163
$10.3K 0.01%
414
164
$9.77K 0.01%
96
165
$9.53K 0.01%
226
166
$9.16K 0.01%
97
167
$9.07K 0.01%
11
168
$9.02K 0.01%
217
169
$8.75K 0.01%
408
170
$8.55K 0.01%
65
171
$8.43K 0.01%
32
172
$8.36K 0.01%
85
173
$8.35K 0.01%
115
174
$8.16K 0.01%
114
+1
175
$8.1K 0.01%
164
+1
5 6
7
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