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
26
$1.86M 1.43%
12,759
+161
27
$1.79M 1.37%
4,067
+43
28
$1.74M 1.33%
32,259
+312
29
$1.64M 1.25%
45,481
+911
30
$1.51M 1.16%
10,705
-141
31
$1.5M 1.15%
71,787
-420
32
$1.46M 1.11%
3,118
-22
33
$1.43M 1.09%
25,980
+550
34
$1.22M 0.93%
6,006
-14
35
$1.22M 0.93%
11,638
+41
36
$1.19M 0.91%
11,985
+123
37
$1.15M 0.88%
135,437
-400
38
$1.13M 0.87%
131,811
+933
39
$1.12M 0.86%
5,332
-24
40
$1.07M 0.82%
10,057
+179
41
$1.02M 0.78%
13,016
+75
42
$964K 0.74%
9,430
+206
43
$909K 0.7%
35,082
+1,536
44
$869K 0.66%
+13,781
45
$800K 0.61%
2,402
+244
46
$790K 0.6%
4,011
-63
47
$751K 0.57%
33,908
-4,303
48
$711K 0.54%
45,681
+1,882
49
$550K 0.42%
1,231
+1
50
$510K 0.39%
6,599
+4,262
1
2
3 4 5