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
26
$1.64M 1.58%
4,773
+354
27
$1.58M 1.53%
11,892
+319
28
$1.48M 1.43%
43,759
+1,690
29
$1.44M 1.39%
7,901
+215
30
$1.38M 1.33%
3,791
+139
31
$1.38M 1.33%
50,453
+8,842
32
$1.35M 1.3%
6,825
+160
33
$1.33M 1.28%
45,840
+5,260
34
$1.31M 1.26%
25,159
+2,700
35
$1.2M 1.15%
11,970
+1,840
36
$1.17M 1.12%
73,161
-9,816
37
$1.16M 1.12%
11,434
-134
38
$1.14M 1.1%
52,789
+4,861
39
$1.12M 1.08%
14,912
+1,442
40
$1.09M 1.05%
9,248
+2,727
41
$1.06M 1.02%
13,164
+175
42
$1.03M 0.99%
101,477
+11,743
43
$964K 0.93%
10,598
-336
44
$954K 0.92%
5,784
+27
45
$861K 0.83%
56,987
+9,297
46
$835K 0.8%
141,970
+21,849
47
$787K 0.76%
149,659
+51,232
48
$752K 0.72%
10,828
-58
49
$748K 0.72%
8,516
+829
50
$706K 0.68%
10,004
+1,000
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