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
76
$167K 0.16%
2,183
-1,069
77
$161K 0.15%
3,076
-386
78
$158K 0.15%
2,057
-1,110
79
$128K 0.12%
1,393
-281
80
$123K 0.12%
2,099
+355
81
$117K 0.11%
1,922
+3
82
$115K 0.11%
2,963
+13
83
$105K 0.1%
714
-7,141
84
$96.3K 0.09%
638
-60
85
$94.6K 0.09%
8,554
-4,651
86
$92K 0.09%
706
+24
87
$91.8K 0.09%
480
+15
88
$89.5K 0.09%
224
-1
89
$84.6K 0.08%
2,164
-174
90
$83.5K 0.08%
1,050
91
$82.7K 0.08%
1,334
-4
92
$81.2K 0.08%
334
93
$79.5K 0.08%
4,375
+85
94
$79.3K 0.08%
+1,194
95
$76.8K 0.07%
1,574
96
$76.3K 0.07%
2,058
97
$71.1K 0.07%
1,014
98
$70.8K 0.07%
1,938
+8
99
$68.3K 0.07%
1,255
100
$67.4K 0.06%
295
2 3
4
5 6