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
51
$434K 0.33%
12,012
+447
52
$424K 0.32%
56,966
+486
53
$368K 0.28%
3,754
-177
54
$347K 0.27%
4,448
-25
55
$340K 0.26%
1,865
+505
56
$339K 0.26%
4,241
+3,618
57
$297K 0.23%
9,610
-839
58
$293K 0.22%
1,285
-145
59
$293K 0.22%
3,334
-89
60
$288K 0.22%
4,854
-370
61
$257K 0.2%
688
+200
62
$243K 0.19%
1,494
+1
63
$212K 0.16%
1,206
+255
64
$200K 0.15%
12,778
+210
65
$178K 0.14%
2,283
-149
66
$174K 0.13%
211
-2
67
$164K 0.13%
1,188
+2
68
$161K 0.12%
2,148
+9
69
$150K 0.11%
1,050
70
$147K 0.11%
362
71
$143K 0.11%
707
-18
72
$143K 0.11%
630
+1
73
$141K 0.11%
1,837
+101
74
$137K 0.1%
5,853
-82
75
$123K 0.09%
1,068
+9
1 2
3
4 5