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
101
$64.7K 0.05%
2,247
+1,597
102
$62.2K 0.05%
180
+1
103
$58.2K 0.05%
3,093
+6
104
$56.1K 0.05%
657
105
$55.6K 0.05%
193
+1
106
$49.2K 0.04%
1,587
-233
107
$47.2K 0.04%
2,777
+32
108
$47K 0.04%
+189
109
$46.3K 0.04%
293
110
$45.5K 0.04%
915
-65
111
$43.9K 0.04%
100
112
$41.3K 0.03%
284
+2
113
$40K 0.03%
1,129
+962
114
$39.3K 0.03%
854
-1,158
115
$38.8K 0.03%
772
116
$38.4K 0.03%
1,527
+3
117
$36K 0.03%
443
+6
118
$34.7K 0.03%
448
119
$33.7K 0.03%
1,131
+1
120
$33.5K 0.03%
513
+1
121
$32.7K 0.03%
524
122
$31.5K 0.03%
799
-194
123
$30.4K 0.03%
193
+2
124
$29.1K 0.02%
401
+3
125
$28.4K 0.02%
118
3 4
5
6 7