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
26
$1.87M 1.58%
10,986
+65
27
$1.8M 1.52%
45,817
+205
28
$1.77M 1.5%
69,939
+38,133
29
$1.76M 1.48%
14,453
-225
30
$1.7M 1.44%
8,302
+72
31
$1.68M 1.42%
3,931
+27
32
$1.66M 1.4%
3,654
-3
33
$1.49M 1.26%
11,165
-549
34
$1.36M 1.15%
6,003
+39
35
$1.34M 1.13%
72,168
+39
36
$1.31M 1.11%
12,028
-188
37
$1.28M 1.08%
125,319
-15,857
38
$1.18M 1%
24,412
-1,812
39
$1.15M 0.98%
12,776
+1,086
40
$1.1M 0.93%
13,374
-44
41
$1.08M 0.92%
37,631
-4,689
42
$1.05M 0.89%
9,340
-330
43
$1.03M 0.87%
5,375
-437
44
$904K 0.76%
134,779
-10,321
45
$876K 0.74%
4,259
-24
46
$792K 0.67%
8,667
-351
47
$658K 0.56%
38,927
+1,138
48
$648K 0.55%
2,192
+528
49
$563K 0.48%
126,266
-26,822
50
$490K 0.41%
5,457
-346
1
2
3 4 5