GWM
Guardian Wealth Management Portfolio holdings
AUM
$150M
This Quarter Return
+13.81%
1 Year Return
+24.99%
3 Year Return
+78.17%
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.69%
Holding
230
New
230
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Abbott
ABT
|
$3.44M |
| 2 |
Brookfield
BN
|
$3.27M |
| 3 |
KKR & Co
KKR
|
$3.17M |
| 4 |
AutoZone
AZO
|
$3.16M |
| 5 |
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% |
