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
201
$2.87K ﹤0.01%
231
+1
202
$2.68K ﹤0.01%
348
203
$2.58K ﹤0.01%
15
204
$2.57K ﹤0.01%
34
205
$2.56K ﹤0.01%
8
206
$2.49K ﹤0.01%
100
207
$2.44K ﹤0.01%
19
208
$2.3K ﹤0.01%
+268
209
$2.28K ﹤0.01%
21
210
$2.23K ﹤0.01%
84
+2
211
$2.08K ﹤0.01%
55
212
$2.04K ﹤0.01%
26
213
$1.99K ﹤0.01%
160
214
$1.88K ﹤0.01%
33
215
$1.72K ﹤0.01%
25
216
$1.54K ﹤0.01%
30
217
$1.47K ﹤0.01%
37
218
$1.43K ﹤0.01%
21
219
$1.42K ﹤0.01%
31
+1
220
$1.38K ﹤0.01%
11
221
$1.23K ﹤0.01%
82
222
$1.19K ﹤0.01%
31
223
$1.19K ﹤0.01%
28
224
$1.18K ﹤0.01%
13
225
$242 ﹤0.01%
30
6 7 8
9
10