GWM

Guardian Wealth Management Portfolio holdings

AUM $169M
1-Year Est. Return 26.58%
This Quarter Est. Return
1 Year Est. Return
+26.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.71M
3
+$1.51M
4
COP icon
ConocoPhillips
COP
+$1.25M
5
NICE icon
Nice
NICE
+$1.2M

Top Sells

1
+$8.08M
2
+$3.06M
3
+$1.16M
4
MDT icon
Medtronic
MDT
+$867K
5
SWKS icon
Skyworks Solutions
SWKS
+$325K

Sector Composition

1 Technology 16.48%
2 Financials 15.37%
3 Healthcare 14.43%
4 Industrials 13.84%
5 Consumer Staples 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.44M 4.97%
1,951
+66
2
$6.25M 4.17%
7,564
+39
3
$6.12M 4.08%
29,188
+973
4
$5.93M 3.96%
43,328
+1,923
5
$5.67M 3.78%
50,050
+4,050
6
$5.28M 3.52%
68,126
+2,416
7
$5.14M 3.43%
46,343
+2,183
8
$5.01M 3.34%
19,732
+3,275
9
$4.54M 3.03%
19,904
+680
10
$4.05M 2.7%
203,821
+75,761
11
$3.69M 2.46%
27,786
+885
12
$3.64M 2.43%
31,498
-384
13
$3.52M 2.35%
136,948
+6,804
14
$3.48M 2.32%
15,022
+495
15
$3.38M 2.26%
79,518
+44,433
16
$3.18M 2.12%
30,269
+11,907
17
$3.14M 2.1%
109,927
+36,360
18
$3.07M 2.05%
87,860
+3,344
19
$2.98M 1.99%
35,616
+1,675
20
$2.78M 1.86%
31,667
+10,385
21
$2.72M 1.82%
15,958
+676
22
$2.63M 1.75%
53,203
+34,725
23
$2.46M 1.65%
9,357
+573
24
$2.46M 1.64%
29,657
+2,460
25
$2.41M 1.61%
30,588
+9,251
1
2 3 4 5