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
$131M
AUM Growth
+$975K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$869K
2
+$379K
3
+$329K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$289K
5
VRSN icon
VeriSign
VRSN
+$142K

Top Sells

1
+$834K
2
+$292K
3
+$227K
4
APO icon
Apollo Global Management
APO
+$114K
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$95.4K

Sector Composition

1 Financials 18.35%
2 Technology 17.77%
3 Healthcare 16.25%
4 Industrials 11.06%
5 Energy 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.45K ﹤0.01%
31
+1
227
$1.38K ﹤0.01%
+200
228
$1.21K ﹤0.01%
13
229
$1.11K ﹤0.01%
134
230
$997 ﹤0.01%
28
231
$804 ﹤0.01%
21
-7,632
232
$648 ﹤0.01%
11
233
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+9
234
$209 ﹤0.01%
5
-8
235
$189 ﹤0.01%
10
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30
237
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250
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