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
1
$7.64M 5.89%
105,420
+1,784
2
$6.16M 4.74%
7,915
+224
3
$5.75M 4.43%
1,825
+21
4
$4.95M 3.81%
27,175
+384
5
$4.82M 3.71%
43,681
+2,866
6
$4.69M 3.61%
41,695
+1,198
7
$4.63M 3.56%
14,890
-528
8
$4.4M 3.39%
177,977
+47,181
9
$4.34M 3.34%
45,859
+18,544
10
$3.99M 3.08%
74,747
-4,345
11
$3.51M 2.7%
34,905
-944
12
$3.17M 2.44%
24,914
+1,068
13
$3.08M 2.37%
18,795
+162
14
$3.08M 2.37%
14,450
+8
15
$3.04M 2.34%
26,757
-8
16
$2.59M 2%
14,820
+326
17
$2.55M 1.96%
26,363
+409
18
$2.41M 1.85%
57,461
+155
19
$2.4M 1.85%
14,783
+293
20
$2.31M 1.78%
8,594
+292
21
$2.25M 1.74%
73,402
+3,048
22
$2.12M 1.64%
33,005
-576
23
$1.99M 1.54%
12,598
-147
24
$1.95M 1.5%
11,213
+227
25
$1.94M 1.49%
4,024
+93
1
2 3 4 5