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
1
$9.24M 7.06%
105,428
+8
2
$7.26M 5.55%
8,015
+100
3
$5.47M 4.19%
1,847
+22
4
$5.31M 4.06%
44,842
+1,161
5
$4.81M 3.68%
40,731
-964
6
$4.72M 3.61%
27,510
+335
7
$4.68M 3.58%
46,427
+568
8
$4.59M 3.51%
15,014
+124
9
$4.31M 3.3%
182,741
+4,764
10
$3.45M 2.63%
32,749
-2,156
11
$3.23M 2.47%
28,226
+3,312
12
$3.15M 2.41%
75,847
+1,100
13
$3.12M 2.39%
18,939
+144
14
$3.1M 2.37%
14,548
+98
15
$2.8M 2.14%
26,949
+192
16
$2.48M 1.9%
15,067
+247
17
$2.46M 1.88%
14,932
+149
18
$2.41M 1.84%
26,888
+525
19
$2.38M 1.82%
57,348
-113
20
$2.21M 1.69%
11,337
+124
21
$2.11M 1.62%
74,145
+743
22
$2.11M 1.61%
8,729
+135
23
$2.1M 1.61%
33,511
+506
24
$2.05M 1.57%
14,864
+195
25
$1.96M 1.49%
10,996
+796
1
2 3 4 5