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
176
$8K 0.01%
+164
177
$7K 0.01%
+227
178
$7K 0.01%
+124
179
$7K 0.01%
+28
180
$7K 0.01%
+516
181
$7K 0.01%
+104
182
$6K 0.01%
+81
183
$6K 0.01%
+120
184
$6K 0.01%
+40
185
$6K 0.01%
+90
186
$6K 0.01%
+87
187
$6K 0.01%
+41
188
$6K 0.01%
+41
189
$5K ﹤0.01%
+230
190
$5K ﹤0.01%
+64
191
$5K ﹤0.01%
+99
192
$4K ﹤0.01%
+95
193
$4K ﹤0.01%
+69
194
$4K ﹤0.01%
+36
195
$3K ﹤0.01%
+47
196
$3K ﹤0.01%
+20
197
$3K ﹤0.01%
+108
198
$3K ﹤0.01%
+70
199
$3K ﹤0.01%
+100
200
$3K ﹤0.01%
+80