GWMI

Guardian Wealth Management (Illinois) Portfolio holdings

AUM $170M
1-Year Est. Return 23.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$565K
2
+$322K
3
+$302K
4
PINS icon
Pinterest
PINS
+$229K
5
MCFT icon
MasterCraft Boat Holdings
MCFT
+$217K

Top Sells

1
+$1.23M
2
+$1.04M
3
+$581K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$280K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$197K

Sector Composition

1 Technology 16.55%
2 Financials 15.5%
3 Healthcare 15%
4 Consumer Discretionary 10.74%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
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