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
76
$210K 0.21%
30,207
+16,287
77
$201K 0.2%
2,459
+391
78
$184K 0.18%
+1,320
79
$179K 0.18%
9,537
+1,051
80
$174K 0.17%
3,413
+117
81
$165K 0.16%
1,668
+2
82
$157K 0.16%
2,013
+405
83
$152K 0.15%
707
+527
84
$149K 0.15%
1,629
+358
85
$146K 0.15%
4,342
86
$136K 0.14%
10,109
+190
87
$125K 0.12%
2,000
+9
88
$119K 0.12%
5,536
+1,739
89
$110K 0.11%
695
+1
90
$108K 0.11%
2,058
+1
91
$96K 0.1%
1,946
+8
92
$93K 0.09%
681
+2
93
$91K 0.09%
467
+1
94
$91K 0.09%
1,775
+38
95
$89K 0.09%
1,889
+27
96
$89K 0.09%
369
97
$86K 0.09%
4,213
+36
98
$83K 0.08%
225
99
$82K 0.08%
1,573
+2
100
$82K 0.08%
1,322
2 3
4
5 6