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
$147M
AUM Growth
+$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$2.82M
3
+$2.28M
4
NPK icon
National Presto Industries
NPK
+$2.09M
5
UTI icon
Universal Technical Institute
UTI
+$1.12M

Top Sells

1
+$2.57M
2
+$1.64M
3
+$1.55M
4
STR
Sitio Royalties
STR
+$1.05M
5
COP icon
ConocoPhillips
COP
+$951K

Sector Composition

1 Financials 16.77%
2 Technology 15.86%
3 Industrials 14.83%
4 Healthcare 13.56%
5 Consumer Staples 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.51K 0.01%
89
-10
177
$8.27K 0.01%
115
178
$8.11K 0.01%
165
179
$7.88K 0.01%
401
-7
180
$7.83K 0.01%
108
181
$7.4K 0.01%
30
182
$7.13K ﹤0.01%
196
183
$6.81K ﹤0.01%
668
184
$6.57K ﹤0.01%
202
185
$6.25K ﹤0.01%
19
186
$5.55K ﹤0.01%
177
-10
187
$5.33K ﹤0.01%
222
-18
188
$4.93K ﹤0.01%
154
189
$4.54K ﹤0.01%
77
+1
190
$4.48K ﹤0.01%
27
-58
191
$4.36K ﹤0.01%
157
192
$4.26K ﹤0.01%
151
193
$4.18K ﹤0.01%
122
+1
194
$3.68K ﹤0.01%
16
195
$3.62K ﹤0.01%
107
-186
196
$3.52K ﹤0.01%
115
+2
197
$3.25K ﹤0.01%
49
198
$3.14K ﹤0.01%
21
199
$2.91K ﹤0.01%
128
+18
200
$2.9K ﹤0.01%
125
-474
6 7
8
9 10