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
$88.3M
AUM Growth
-$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1 +$137K
2 +$87K
3 +$85.7K
4
COP icon
ConocoPhillips
COP
+$74K
5
OMC icon
Omnicom Group
OMC
+$68.4K

Top Sells

1 +$119K
2 +$74K
3 +$37.7K
4
ESQ icon
Esquire Financial Holdings
ESQ
+$28.9K
5
MCB icon
Metropolitan Bank Holding Corp
MCB
+$28K

Sector Composition

1 Healthcare 15.68%
2 Financials 15.63%
3 Technology 14.94%
4 Consumer Discretionary 10.81%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$7K 0.01%
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48
+1