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
176
$8.2K 0.01%
226
-95
177
$8.14K 0.01%
97
178
$7.89K 0.01%
113
+2
179
$7.67K 0.01%
32
180
$7.26K 0.01%
52
181
$7.06K 0.01%
292
-16
182
$6.79K 0.01%
+668
183
$6.75K 0.01%
163
+2
184
$6.55K 0.01%
29
185
$6.34K 0.01%
75
186
$6.23K 0.01%
106
187
$6.12K 0.01%
41
-97
188
$5.99K 0.01%
62
-201
189
$5.88K 0.01%
311
-84
190
$5.63K ﹤0.01%
+128
191
$5.53K ﹤0.01%
+190
192
$5.48K ﹤0.01%
+202
193
$5.43K ﹤0.01%
270
194
$5.26K ﹤0.01%
+49
195
$5.25K ﹤0.01%
71
196
$4.5K ﹤0.01%
+157
197
$4.46K ﹤0.01%
27
198
$4.21K ﹤0.01%
121
-439
199
$3.93K ﹤0.01%
855
200
$3.8K ﹤0.01%
74
+1
6 7
8
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