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
1
$6.1M 5.16%
103,636
-796
2
$4.66M 3.94%
1,804
+3
3
$4.54M 3.84%
15,418
-149
4
$4.48M 3.79%
7,691
+2,011
5
$4.15M 3.51%
26,791
-462
6
$3.78M 3.19%
79,092
+28,275
7
$3.77M 3.19%
40,497
+329
8
$3.59M 3.03%
40,815
+10,818
9
$3.08M 2.6%
130,796
+724
10
$2.97M 2.51%
35,849
-54
11
$2.95M 2.49%
26,765
+174
12
$2.85M 2.41%
18,633
+85
13
$2.8M 2.37%
7,979
-201
14
$2.77M 2.34%
23,846
+252
15
$2.59M 2.19%
14,442
+88
16
$2.46M 2.08%
14,494
-1
17
$2.41M 2.04%
27,315
+781
18
$2.3M 1.94%
57,306
+11
19
$2.25M 1.9%
25,954
+210
20
$2.21M 1.87%
70,354
+216
21
$2.19M 1.85%
35,415
+484
22
$2.12M 1.79%
14,490
-312
23
$2.12M 1.79%
10,285
-363
24
$2.05M 1.73%
33,581
+291
25
$2M 1.69%
12,745
+123
1
2 3 4 5