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
176
$7K 0.01%
66
+1
177
$7K 0.01%
892
+10
178
$6K 0.01%
10
179
$6K 0.01%
125
+1
180
$5K 0.01%
164
+56
181
$5K 0.01%
29
+1
182
$5K 0.01%
41
183
$5K 0.01%
41
184
$4K ﹤0.01%
40
185
$4K ﹤0.01%
91
+1
186
$4K ﹤0.01%
70
187
$4K ﹤0.01%
36
188
$4K ﹤0.01%
67
-420
189
$4K ﹤0.01%
18
-81
190
$3K ﹤0.01%
47
-101
191
$3K ﹤0.01%
95
192
$3K ﹤0.01%
21
193
$3K ﹤0.01%
280
194
$3K ﹤0.01%
101
+1
195
$3K ﹤0.01%
100
196
$3K ﹤0.01%
14
197
$3K ﹤0.01%
99
198
$2K ﹤0.01%
20
199
$2K ﹤0.01%
32
-1
200
$2K ﹤0.01%
50
6 7
8
9 10