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
$88.3M
AUM Growth
-$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$137K
2
+$87K
3
+$85.7K
4
COP icon
ConocoPhillips
COP
+$74K
5
OMC icon
Omnicom Group
OMC
+$68.4K

Top Sells

1
+$119K
2
+$74K
3
+$37.7K
4
ESQ icon
Esquire Financial Holdings
ESQ
+$28.9K
5
MCB icon
Metropolitan Bank Holding Corp
MCB
+$28K

Sector Composition

1 Healthcare 15.68%
2 Financials 15.63%
3 Technology 14.94%
4 Consumer Discretionary 10.81%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.52M 3.98%
1,642
+16
2
$3.43M 3.88%
25,539
+502
3
$2.63M 2.97%
93,120
+1,916
4
$2.52M 2.86%
21,496
+412
5
$2.48M 2.8%
25,589
+276
6
$2.27M 2.57%
48,232
+200
7
$2.26M 2.56%
68,474
-51
8
$2.21M 2.5%
13,792
+235
9
$2.19M 2.48%
13,406
+197
10
$2.08M 2.36%
84,411
+5,550
11
$1.98M 2.24%
7,685
+108
12
$1.93M 2.19%
17,259
+340
13
$1.93M 2.19%
24,393
+1,082
14
$1.89M 2.13%
18,419
+723
15
$1.86M 2.11%
11,410
+335
16
$1.75M 1.98%
13,882
+209
17
$1.73M 1.96%
37,268
+1,368
18
$1.71M 1.93%
39,701
-1,720
19
$1.69M 1.91%
9,730
+113
20
$1.56M 1.77%
10,106
+180
21
$1.48M 1.67%
13,137
+277
22
$1.47M 1.66%
4,547
+269
23
$1.46M 1.66%
3,788
-307
24
$1.42M 1.61%
22,576
+1,084
25
$1.42M 1.61%
48,580
+1,779
1
2 3 4 5