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
$118M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.17M
3
+$968K
4
STRL icon
Sterling Infrastructure
STRL
+$951K
5
CAT icon
Caterpillar
CAT
+$156K

Top Sells

1
+$1.37M
2
+$765K
3
+$211K
4
PX icon
P10
PX
+$162K
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$135K

Sector Composition

1 Technology 18.85%
2 Financials 17.01%
3 Healthcare 15.57%
4 Industrials 9.76%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.35K ﹤0.01%
11
227
$1.29K ﹤0.01%
30
228
$1.19K ﹤0.01%
+82
229
$1.12K ﹤0.01%
13
+1
230
$1.01K ﹤0.01%
+28
231
$963 ﹤0.01%
216
-217
232
$848 ﹤0.01%
11
233
$572 ﹤0.01%
20
234
$568 ﹤0.01%
13
-12
235
$536 ﹤0.01%
+29
236
$517 ﹤0.01%
+16
237
$513 ﹤0.01%
+59
238
$511 ﹤0.01%
28
-26
239
$435 ﹤0.01%
+10
240
$405 ﹤0.01%
+2
241
$387 ﹤0.01%
+3
242
$302 ﹤0.01%
100
243
$283 ﹤0.01%
+5
244
$249 ﹤0.01%
+12
245
$189 ﹤0.01%
30
246
$176 ﹤0.01%
7
247
$169 ﹤0.01%
+10
248
$142 ﹤0.01%
+8
249
$125 ﹤0.01%
230
250
$121 ﹤0.01%
+5
7 8 9
10
11