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
201
$3.71K ﹤0.01%
+151
202
$3.45K ﹤0.01%
25
203
$3.31K ﹤0.01%
108
+2
204
$3.26K ﹤0.01%
41
205
$3.13K ﹤0.01%
348
206
$2.92K ﹤0.01%
21
207
$2.8K ﹤0.01%
230
208
$2.8K ﹤0.01%
167
+25
209
$2.77K ﹤0.01%
15
210
$2.59K ﹤0.01%
+34
211
$2.59K ﹤0.01%
122
-427
212
$2.49K ﹤0.01%
230
+203
213
$2.44K ﹤0.01%
160
214
$2.42K ﹤0.01%
8
215
$2.11K ﹤0.01%
8
216
$2.06K ﹤0.01%
+21
217
$2.01K ﹤0.01%
+26
218
$2.01K ﹤0.01%
+37
219
$1.91K ﹤0.01%
16
220
$1.9K ﹤0.01%
53
+1
221
$1.89K ﹤0.01%
80
+6
222
$1.58K ﹤0.01%
+33
223
$1.58K ﹤0.01%
30
224
$1.55K ﹤0.01%
189
-395
225
$1.43K ﹤0.01%
25
7 8
9
10 11