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
101
$82K 0.08%
1,470
102
$80K 0.08%
1,889
+8
103
$80K 0.08%
886
104
$73K 0.07%
1,309
-200
105
$71K 0.07%
994
106
$68K 0.07%
1,319
+6
107
$65K 0.06%
3,597
-57
108
$65K 0.06%
3,657
+77
109
$65K 0.06%
127
110
$62K 0.06%
335
+2
111
$60K 0.06%
170
112
$57K 0.06%
281
113
$57K 0.06%
608
-40
114
$56K 0.06%
304
+2
115
$56K 0.06%
267
116
$56K 0.06%
1,467
117
$55K 0.05%
229
+1
118
$55K 0.05%
6,025
119
$54K 0.05%
341
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120
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174
+1
121
$52K 0.05%
1,680
-670
122
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713
+3
123
$48K 0.05%
474
+3
124
$48K 0.05%
704
-170
125
$48K 0.05%
669
+1
3 4
5
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