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
51
$666K 0.64%
4,541
-173
52
$660K 0.64%
7,823
-298
53
$600K 0.58%
15,829
+15,488
54
$571K 0.55%
33,905
+3,929
55
$546K 0.53%
66,449
+6,997
56
$488K 0.47%
10,260
+1,060
57
$463K 0.45%
14,140
+289
58
$388K 0.37%
1,695
+354
59
$367K 0.35%
3,636
-52
60
$354K 0.34%
1,227
+1
61
$348K 0.34%
1,765
-22
62
$290K 0.28%
1,731
-1
63
$283K 0.27%
3,961
-116
64
$279K 0.27%
7,458
+24
65
$275K 0.27%
15,818
-700
66
$234K 0.23%
40,625
+1,795
67
$228K 0.22%
9,363
+972
68
$225K 0.22%
20,110
-1,475
69
$218K 0.21%
3,502
-243
70
$214K 0.21%
2,791
-1,034
71
$187K 0.18%
7,638
-1,492
72
$183K 0.18%
11,680
+248
73
$182K 0.18%
1,146
+273
74
$177K 0.17%
1,858
-234
75
$177K 0.17%
8,458
-338
1 2
3
4 5