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
151
$13K 0.01%
131
152
$12.7K 0.01%
293
+5
153
$12.5K 0.01%
+54
154
$12.5K 0.01%
128
-10
155
$12.5K 0.01%
337
-62
156
$11.8K 0.01%
151
157
$11.8K 0.01%
79
-33
158
$11.5K 0.01%
85
159
$11.2K 0.01%
+69
160
$11K 0.01%
+37
161
$10.8K 0.01%
100
162
$10.1K 0.01%
60
+1
163
$10K 0.01%
+99
164
$9.94K 0.01%
+82
165
$9.38K 0.01%
408
166
$9.32K 0.01%
204
+1
167
$9.17K 0.01%
96
168
$9.15K 0.01%
+414
169
$9.05K 0.01%
168
-236
170
$8.9K 0.01%
+91
171
$8.78K 0.01%
11
172
$8.74K 0.01%
65
173
$8.68K 0.01%
+217
174
$8.46K 0.01%
115
175
$8.44K 0.01%
85
5 6
7
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