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
$101M
AUM Growth
-$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.18M
3
+$930K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$314K
5
BG icon
Bunge Global
BG
+$272K

Top Sells

1
+$2.07M
2
+$1.49M
3
+$156K
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
26
$1.6M 1.59%
18,886
+1,049
27
$1.5M 1.49%
42,328
+1,623
28
$1.49M 1.48%
12,054
+332
29
$1.44M 1.43%
10,484
+458
30
$1.42M 1.41%
6,261
+60
31
$1.38M 1.37%
55,208
+1,063
32
$1.36M 1.35%
12,238
+251
33
$1.27M 1.26%
6,703
+235
34
$1.26M 1.25%
14,563
+577
35
$1.25M 1.24%
+102,797
36
$1.21M 1.2%
57,304
+1,269
37
$1.21M 1.2%
4,663
-79
38
$1.2M 1.19%
11,985
+21
39
$1.18M 1.18%
+48,063
40
$1.17M 1.16%
3,275
+93
41
$1.12M 1.12%
3,922
+179
42
$1.1M 1.09%
37,962
+660
43
$973K 0.97%
7,299
+261
44
$954K 0.95%
8,510
-105
45
$946K 0.94%
5,416
-152
46
$930K 0.92%
+9,688
47
$907K 0.9%
19,913
+3,212
48
$902K 0.9%
11,892
+778
49
$888K 0.88%
36,067
+3,965
50
$885K 0.88%
7,109
+225
1
2
3 4 5