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
201
$2.59K ﹤0.01%
195
-116
202
$2.58K ﹤0.01%
34
203
$2.37K ﹤0.01%
26
204
$2.26K ﹤0.01%
8
205
$2.21K ﹤0.01%
124
+2
206
$2.12K ﹤0.01%
37
207
$2.11K ﹤0.01%
83
-959
208
$2.1K ﹤0.01%
92
+12
209
$2.05K ﹤0.01%
21
210
$2.01K ﹤0.01%
53
211
$1.95K ﹤0.01%
23
-18
212
$1.9K ﹤0.01%
33
213
$1.73K ﹤0.01%
5
-7,974
214
$1.67K ﹤0.01%
30
215
$1.57K ﹤0.01%
11
216
$1.55K ﹤0.01%
82
217
$1.45K ﹤0.01%
25
218
$1.3K ﹤0.01%
30
219
$1.25K ﹤0.01%
13
220
$1.14K ﹤0.01%
134
-55
221
$1.01K ﹤0.01%
28
222
$996 ﹤0.01%
216
223
$864 ﹤0.01%
11
224
$585 ﹤0.01%
20
225
$524 ﹤0.01%
59
7 8
9
10 11