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
176
$8.62K 0.01%
11
177
$8.29K 0.01%
115
178
$8.06K 0.01%
408
179
$7.66K 0.01%
76
180
$6.91K 0.01%
668
181
$6.7K 0.01%
855
182
$6.66K 0.01%
276
-8
183
$6.61K 0.01%
41
184
$6.57K 0.01%
107
185
$6.55K 0.01%
30
186
$5.98K ﹤0.01%
+1,962
187
$5.59K ﹤0.01%
202
188
$5.56K ﹤0.01%
154
-72
189
$4.92K ﹤0.01%
63
190
$4.59K ﹤0.01%
186
+181
191
$4.47K ﹤0.01%
157
192
$4.3K ﹤0.01%
121
193
$4.22K ﹤0.01%
270
194
$4.09K ﹤0.01%
49
195
$3.84K ﹤0.01%
75
196
$3.45K ﹤0.01%
151
197
$3.42K ﹤0.01%
111
+2
198
$3.39K ﹤0.01%
26
199
$3.28K ﹤0.01%
16
200
$3.26K ﹤0.01%
+19
6 7
8
9 10