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
1
$3.44M 3.31%
+24,438
2
$3.27M 3.15%
+67,066
3
$3.17M 3.05%
+42,573
4
$3.16M 3.05%
+1,509
5
$3.16M 3.04%
+23,323
6
$3.01M 2.89%
+7,251
7
$2.87M 2.76%
+79,780
8
$2.73M 2.63%
+45,557
9
$2.52M 2.42%
+19,303
10
$2.47M 2.38%
+77,132
11
$2.31M 2.22%
+31,833
12
$2.25M 2.17%
+8,859
13
$2.18M 2.09%
+130,126
14
$2.15M 2.07%
+12,881
15
$2.11M 2.03%
+12,132
16
$2.11M 2.03%
+10,479
17
$2.05M 1.97%
+12,517
18
$1.94M 1.86%
+102,720
19
$1.93M 1.85%
+19,703
20
$1.85M 1.78%
+4,619
21
$1.84M 1.78%
+38,454
22
$1.75M 1.68%
+9,277
23
$1.74M 1.67%
+14,893
24
$1.68M 1.61%
+11,722
25
$1.67M 1.61%
+6,201
1
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