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
$130M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.17M
3
+$316K
4
DE icon
Deere & Co
DE
+$200K
5
LLY icon
Eli Lilly
LLY
+$174K

Top Sells

1
+$2.76M
2
+$978K
3
+$234K
4
LKQ icon
LKQ Corp
LKQ
+$232K
5
BERY
Berry Global Group, Inc.
BERY
+$193K

Sector Composition

1 Financials 18.38%
2 Technology 16.23%
3 Healthcare 16.1%
4 Industrials 10.83%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.85K 0.01%
52
177
$7.53K 0.01%
30
+1
178
$7.39K 0.01%
76
+1
179
$6.98K 0.01%
668
180
$6.86K 0.01%
107
+1
181
$6.84K 0.01%
284
-8
182
$6.71K 0.01%
41
183
$6.34K ﹤0.01%
855
184
$5.73K ﹤0.01%
63
+1
185
$5.57K ﹤0.01%
202
186
$5.19K ﹤0.01%
49
187
$4.66K ﹤0.01%
157
188
$4.32K ﹤0.01%
121
189
$4.26K ﹤0.01%
270
190
$3.98K ﹤0.01%
26
+1
191
$3.77K ﹤0.01%
75
+1
192
$3.7K ﹤0.01%
151
193
$3.43K ﹤0.01%
160
194
$3.37K ﹤0.01%
109
+1
195
$3.18K ﹤0.01%
348
196
$3.02K ﹤0.01%
16
197
$2.98K ﹤0.01%
169
+2
198
$2.9K ﹤0.01%
15
199
$2.84K ﹤0.01%
21
200
$2.75K ﹤0.01%
230
6 7
8
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