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
51
$464K 0.39%
1,233
+1
52
$454K 0.38%
39,905
-18,510
53
$434K 0.37%
11,134
-132
54
$344K 0.29%
1,734
-43
55
$338K 0.29%
4,159
-1,457
56
$323K 0.27%
4,796
-325
57
$292K 0.25%
9,955
+3,010
58
$283K 0.24%
7,562
-2,978
59
$270K 0.23%
5,489
-1,268
60
$245K 0.21%
1,461
+746
61
$235K 0.2%
1,307
+71
62
$225K 0.19%
1,747
+3
63
$207K 0.18%
5,931
64
$206K 0.17%
11,122
-666
65
$200K 0.17%
12,516
+143
66
$200K 0.17%
2,616
+76
67
$195K 0.16%
1,408
-71
68
$180K 0.15%
2,555
-209
69
$174K 0.15%
32,442
-8,073
70
$167K 0.14%
2,171
+107
71
$165K 0.14%
2,213
+138
72
$149K 0.13%
2,946
+10
73
$131K 0.11%
226
+1
74
$130K 0.11%
365
75
$126K 0.11%
8,082
+5
1 2
3
4 5