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
151
$14.6K 0.01%
306
+3
152
$14.1K 0.01%
280
153
$13.1K 0.01%
79
154
$12.8K 0.01%
209
+2
155
$12.6K 0.01%
99
-119
156
$12.5K 0.01%
217
157
$12.4K 0.01%
950
158
$12.3K 0.01%
255
-450
159
$11.9K 0.01%
82
160
$11.8K 0.01%
60
161
$11.6K 0.01%
166
162
$11.3K 0.01%
91
163
$11.3K 0.01%
11
164
$10.8K 0.01%
95
+1
165
$10.7K 0.01%
117
166
$10.1K 0.01%
37
167
$10K 0.01%
65
168
$9.86K 0.01%
85
169
$9.79K 0.01%
550
170
$9.6K 0.01%
117
+1
171
$9.59K 0.01%
96
172
$9.49K 0.01%
33
173
$9.31K 0.01%
49
-3
174
$8.92K 0.01%
77
175
$8.63K 0.01%
82
5 6
7
8 9