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
$104M
AUM Growth
+$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$587K
2
+$322K
3
+$269K
4
PINS icon
Pinterest
PINS
+$241K
5
ANET icon
Arista Networks
ANET
+$212K

Top Sells

1
+$1.2M
2
+$1.05M
3
+$581K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$301K
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
in Stake 		Capital Flow
226
$785 ﹤0.01%
30
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7
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$752 ﹤0.01%
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25
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$405 ﹤0.01%
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$308 ﹤0.01%
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$190 ﹤0.01%
5
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$176 ﹤0.01%
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7
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240
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$18 ﹤0.01%
128
243
$8 ﹤0.01%
2
244
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245
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246
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247
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248
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-1,787
249
– –
-1,942
250
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-206
7 8 9
10
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