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
$107M
AUM Growth
-$2.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$619K
2
+$614K
3
+$416K
4
LLYVK icon
Liberty Live Group Series C
LLYVK
+$338K
5
COP icon
ConocoPhillips
COP
+$331K

Top Sells

1
+$1.21M
2
+$386K
3
+$319K
4
AEP icon
American Electric Power
AEP
+$308K
5
GRMN icon
Garmin
GRMN
+$201K

Sector Composition

1 Technology 18.21%
2 Financials 16.99%
3 Healthcare 15.1%
4 Consumer Discretionary 9.68%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.46K 0.01%
167
+59
177
$6.08K 0.01%
29
178
$5.95K 0.01%
395
-99
179
$5.77K 0.01%
161
+1
180
$5.42K 0.01%
71
+1
181
$5.38K 0.01%
75
+1
182
$5.36K 0.01%
106
+1
183
$5.01K ﹤0.01%
270
184
$4.87K ﹤0.01%
584
-91
185
$4.1K ﹤0.01%
+27
186
$3.88K ﹤0.01%
855
187
$3.75K ﹤0.01%
49
188
$3.69K ﹤0.01%
+160
189
$3.55K ﹤0.01%
73
190
$3.26K ﹤0.01%
106
+1
191
$2.95K ﹤0.01%
15
192
$2.93K ﹤0.01%
41
+1
193
$2.86K ﹤0.01%
230
194
$2.77K ﹤0.01%
73
195
$2.67K ﹤0.01%
25
196
$2.57K ﹤0.01%
21
197
$2.51K ﹤0.01%
348
198
$2.49K ﹤0.01%
433
-1
199
$2.13K ﹤0.01%
142
-131
200
$2.13K ﹤0.01%
+8
6 7
8
9 10