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
51
$837K 0.83%
3,900
-26
52
$760K 0.76%
4,880
-36
53
$725K 0.72%
10,925
+223
54
$651K 0.65%
13,432
-89
55
$610K 0.61%
4,913
+230
56
$440K 0.44%
3,709
+12
57
$426K 0.42%
23,188
-160
58
$424K 0.42%
11,488
+694
59
$395K 0.39%
1,283
+2
60
$379K 0.38%
4,441
-49
61
$367K 0.36%
2,220
+34
62
$363K 0.36%
24,852
+835
63
$316K 0.31%
4,510
+262
64
$316K 0.31%
760
+755
65
$308K 0.31%
11,724
-405
66
$306K 0.3%
12,936
-176
67
$300K 0.3%
4,714
+12
68
$297K 0.3%
1,334
+46
69
$294K 0.29%
3,996
+5
70
$282K 0.28%
10,170
-253
71
$272K 0.27%
+2,452
72
$272K 0.27%
5,257
+568
73
$236K 0.23%
1,874
+34
74
$229K 0.23%
2,807
+3
75
$219K 0.22%
3,935
+7
1 2
3
4 5