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
126
$28.3K 0.02%
246
+1
127
$28.1K 0.02%
500
-2
128
$28K 0.02%
199
129
$27.7K 0.02%
456
-24
130
$26.7K 0.02%
289
-225
131
$26.7K 0.02%
172
+2
132
$26.5K 0.02%
517
+114
133
$25.8K 0.02%
1,042
-298
134
$24.6K 0.02%
589
+1
135
$23.7K 0.02%
164
+67
136
$21.3K 0.02%
+52
137
$20.9K 0.02%
87
+35
138
$19.9K 0.02%
1,589
139
$18.4K 0.02%
174
140
$17.7K 0.01%
214
+165
141
$16.6K 0.01%
236
+3
142
$16.5K 0.01%
319
+3
143
$16.3K 0.01%
125
+1
144
$16.2K 0.01%
226
-10,699
145
$15.3K 0.01%
439
+1
146
$15.2K 0.01%
196
147
$14K 0.01%
92
-1
148
$13.8K 0.01%
950
149
$13.2K 0.01%
550
150
$13.2K 0.01%
115
-115
4 5
6
7 8