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
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1 +$3.44M
2 +$3.27M
3 +$3.17M
4
AZO icon
AutoZone
AZO
+$3.16M
5
ABBV icon
AbbVie
ABBV
+$3.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.09%
2 Healthcare 15.95%
3 Financials 15.62%
4 Consumer Discretionary 10.02%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$3K ﹤0.01%
+14
202
$3K ﹤0.01%
+21
203
$2K ﹤0.01%
+33
204
$2K ﹤0.01%
+7
205
$2K ﹤0.01%
+59
206
$2K ﹤0.01%
+230
207
$2K ﹤0.01%
+8
208
$2K ﹤0.01%
+5
209
$1K ﹤0.01%
+10
210
$1K ﹤0.01%
+24
211
$1K ﹤0.01%
+30
212
$1K ﹤0.01%
+41
213
$1K ﹤0.01%
+27
214
$1K ﹤0.01%
+40
215
$1K ﹤0.01%
+12
216
$1K ﹤0.01%
+10
217
$1K ﹤0.01%
+20
218
$1K ﹤0.01%
+29
219
$1K ﹤0.01%
+100
220
$1K ﹤0.01%
+9
221
$1K ﹤0.01%
+100
222
$1K ﹤0.01%
+25
223
$0 ﹤0.01%
+6
224
$0 ﹤0.01%
+5
225
$0 ﹤0.01%
+30