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
126
$29.4K 0.02%
502
+1
127
$28.9K 0.02%
246
128
$27.5K 0.02%
218
129
$27.3K 0.02%
176
+2
130
$27.1K 0.02%
198
+3
131
$25K 0.02%
1,589
132
$24.8K 0.02%
176
+1
133
$24.7K 0.02%
164
134
$22K 0.02%
650
+9
135
$21.9K 0.02%
528
+6
136
$21.7K 0.02%
87
137
$19.4K 0.01%
599
138
$19.2K 0.01%
215
+1
139
$18.6K 0.01%
186
140
$17.5K 0.01%
241
+5
141
$17.4K 0.01%
90
142
$17.1K 0.01%
402
-39
143
$15.7K 0.01%
218
-8
144
$15.4K 0.01%
125
-1
145
$15.2K 0.01%
131
146
$14.9K 0.01%
+800
147
$14.2K 0.01%
152
148
$14K 0.01%
+200
149
$12.8K 0.01%
54
150
$12.8K 0.01%
283
-95
4 5
6
7 8