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
76
$123K 0.1%
721
+6
77
$122K 0.1%
1,209
-210
78
$121K 0.1%
629
+1
79
$119K 0.1%
2,036
-125
80
$119K 0.1%
9,318
-10,169
81
$116K 0.1%
+715
82
$111K 0.09%
337
+1
83
$109K 0.09%
1,050
84
$105K 0.09%
591
-449
85
$102K 0.09%
487
+2
86
$101K 0.09%
51,610
+10,937
87
$93.4K 0.08%
+341
88
$92.1K 0.08%
3,900
-710
89
$89.2K 0.08%
+818
90
$83.2K 0.07%
1,488
-384
91
$81.5K 0.07%
2,162
-194
92
$80.9K 0.07%
1,373
+116
93
$79.9K 0.07%
305
+38
94
$79.5K 0.07%
1,194
95
$77.1K 0.07%
804
-372
96
$77.1K 0.07%
296
97
$74K 0.06%
1,411
+190
98
$73.5K 0.06%
1,471
-299
99
$67.8K 0.06%
128
100
$67.3K 0.06%
1,319
+18
2 3
4
5 6