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GWMI

Guardian Wealth Management (Illinois) Portfolio holdings

AUM $183M
1-Year Est. Return 29.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.28M
3
+$952K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$309K
5
BG icon
Bunge Global
BG
+$251K

Top Sells

1
+$2.11M
2
+$1.5M
3
+$154K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$101K
5
VOX icon
Vanguard Communication Services ETF
VOX
+$47K

Sector Composition

1 Healthcare 16.66%
2 Technology 15.92%
3 Financials 15.81%
4 Consumer Discretionary 9.17%
5 Industrials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
21
202
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100
203
$3K ﹤0.01%
14
204
$2K ﹤0.01%
33
205
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50
-20
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$2K ﹤0.01%
70
+30
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$2K ﹤0.01%
59
208
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210
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+10
211
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7
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222
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223
$1K ﹤0.01%
100
224
$1K ﹤0.01%
100
225
$1K ﹤0.01%
25
6 7 8
9
10