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
76
$119K 0.09%
1,697
-1
77
$109K 0.08%
1,022
-35
78
$106K 0.08%
21,472
-10,970
79
$106K 0.08%
8,088
+6
80
$104K 0.08%
5,434
-1,566
81
$101K 0.08%
818
82
$101K 0.08%
2,127
-678
83
$96K 0.07%
51,610
84
$94.9K 0.07%
+1,795
85
$94.6K 0.07%
1,631
-154
86
$94K 0.07%
+282
87
$88.1K 0.07%
341
88
$86.8K 0.07%
715
89
$86.4K 0.07%
298
+1
90
$84K 0.06%
1,194
91
$81K 0.06%
1,411
92
$80.9K 0.06%
1,271
+5
93
$77.4K 0.06%
3,262
-332
94
$75.4K 0.06%
756
95
$74.1K 0.06%
5,624
-201
96
$73.8K 0.06%
873
+1
97
$70.5K 0.05%
1,480
+5
98
$70.2K 0.05%
1,384
+4
99
$68.3K 0.05%
187
-111
100
$68.1K 0.05%
1,282
-37
2 3
4
5 6