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
201
$3.1K ﹤0.01%
+575
202
$3K ﹤0.01%
348
203
$2.98K ﹤0.01%
21
204
$2.86K ﹤0.01%
150
-19
205
$2.77K ﹤0.01%
15
206
$2.71K ﹤0.01%
34
207
$2.58K ﹤0.01%
160
208
$2.45K ﹤0.01%
230
209
$2.38K ﹤0.01%
104
+12
210
$2.26K ﹤0.01%
+19
211
$2.25K ﹤0.01%
126
+2
212
$2.16K ﹤0.01%
81
-2
213
$2.13K ﹤0.01%
8
214
$2.12K ﹤0.01%
21
215
$2.12K ﹤0.01%
170
-25
216
$2.03K ﹤0.01%
26
217
$1.94K ﹤0.01%
37
218
$1.87K ﹤0.01%
54
+1
219
$1.79K ﹤0.01%
23
220
$1.78K ﹤0.01%
33
221
$1.71K ﹤0.01%
82
222
$1.67K ﹤0.01%
+27
223
$1.63K ﹤0.01%
11
224
$1.58K ﹤0.01%
25
225
$1.48K ﹤0.01%
30
7 8
9
10 11