GC

Garde Capital Portfolio holdings

AUM $1.87B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Sells

1 +$4.16M
2 +$3.37M
3 +$1.89M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.47M

Sector Composition

1 Technology 5.32%
2 Communication Services 3.13%
3 Consumer Discretionary 2.02%
4 Financials 0.82%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ACN icon
326
Accenture
ACN
$151B
$44.6K ﹤0.01%
+143
IWR icon
327
iShares Russell Mid-Cap ETF
IWR
$43.8B
$43.9K ﹤0.01%
+516
IWV icon
328
iShares Russell 3000 ETF
IWV
$17.2B
$43.8K ﹤0.01%
+138
BTC
329
Grayscale Bitcoin Mini Trust ETF
BTC
$4.09B
$43.2K ﹤0.01%
+1,183
MBB icon
330
iShares MBS ETF
MBB
$41.4B
$43.1K ﹤0.01%
+460
HSBC icon
331
HSBC
HSBC
$248B
$43.1K ﹤0.01%
+750
HON icon
332
Honeywell
HON
$125B
$42.4K ﹤0.01%
+200
AON icon
333
Aon
AON
$75.1B
$41.9K ﹤0.01%
+105
MMC icon
334
Marsh & McLennan
MMC
$89.5B
$41.7K ﹤0.01%
+171
BSCP icon
335
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$40.9K ﹤0.01%
+1,980
VTES icon
336
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.32B
$40.7K ﹤0.01%
+405
GRMN icon
337
Garmin
GRMN
$36.7B
$40.2K ﹤0.01%
+185
AMX icon
338
America Movil
AMX
$70.3B
$39.8K ﹤0.01%
+2,800
XPEV icon
339
XPeng
XPEV
$21.8B
$39.2K ﹤0.01%
+1,891
MRVL icon
340
Marvell Technology
MRVL
$73.1B
$38.9K ﹤0.01%
+632
ECG
341
Everus Construction Group
ECG
$4.55B
$38K ﹤0.01%
+1,025
CB icon
342
Chubb
CB
$117B
$37.7K ﹤0.01%
+125
UPS icon
343
United Parcel Service
UPS
$80B
$37.1K ﹤0.01%
+337
BUD icon
344
AB InBev
BUD
$122B
$36.9K ﹤0.01%
+600
EXPD icon
345
Expeditors International
EXPD
$19.1B
$36.8K ﹤0.01%
+306
VOT icon
346
Vanguard Mid-Cap Growth ETF
VOT
$17B
$36.7K ﹤0.01%
+150
DOW icon
347
Dow Inc
DOW
$15.8B
$36.5K ﹤0.01%
+1,046
ALLE icon
348
Allegion
ALLE
$13.8B
$36.3K ﹤0.01%
+278
HUM icon
349
Humana
HUM
$28.5B
$36.3K ﹤0.01%
+137
AFL icon
350
Aflac
AFL
$59.8B
$36K ﹤0.01%
+324