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
251
$88 ﹤0.01%
5
-50
252
$88 ﹤0.01%
1
253
$83 ﹤0.01%
100
254
$73 ﹤0.01%
+20
255
$26 ﹤0.01%
5
-1
256
$22 ﹤0.01%
1
-72
257
– –
0
258
$5 ﹤0.01%
2
259
– –
-228
260
– –
-21
261
– –
-12
262
– –
-1,074
263
– –
-57
264
– –
-61,621
265
– –
-151
7 8 9 10
11