GWM
Guardian Wealth Management Portfolio holdings
AUM
$150M
This Quarter Return
-4%
1 Year Return
+24.99%
3 Year Return
+78.17%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
+$101M
(-3.1%)
Cap. Flow
+$3.87M
Cap. Flow
% of AUM
3.85%
Top 10 Holdings %
Top 10 Hldgs %
27%
Holding
243
New
13
Increased
128
Reduced
20
Closed
5
Top Buys
| 1 |
P10
PX
|
$1.25M |
| 2 |
Pinterest
PINS
|
$1.18M |
| 3 |
POL
Polished.com Inc.
POL
|
$930K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$758K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$314K |
Top Sells
| 1 |
PLYM
Plymouth Industrial REIT
PLYM
|
$2.07M |
| 2 |
ANSS
Ansys
ANSS
|
$1.49M |
| 3 |
Vanguard Consumer Staples ETF
VDC
|
$101K |
| 4 |
Vanguard Communication Services ETF
VOX
|
$47K |
| 5 |
KKR & Co
KKR
|
$37.5K |
Sector Composition
| 1 | Healthcare | 16.66% |
| 2 | Technology | 15.92% |
| 3 | Financials | 15.81% |
| 4 | Consumer Discretionary | 9.17% |
| 5 | Industrials | 8.01% |
