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
101
$65K 0.06%
267
102
$63.2K 0.06%
576
+5
103
$60.3K 0.06%
128
+1
104
$55.9K 0.05%
181
105
$52.2K 0.05%
177
+1
106
$51.1K 0.05%
1,253
+2
107
$51.1K 0.05%
282
108
$50.8K 0.05%
1,446
+46
109
$50.7K 0.05%
593
-1
110
$49.6K 0.05%
3,075
-489
111
$48.9K 0.05%
338
112
$48.7K 0.05%
737
-3
113
$46.2K 0.04%
1,415
-62
114
$46.1K 0.04%
191
+1
115
$44.5K 0.04%
993
-219
116
$40K 0.04%
514
-853
117
$36.5K 0.04%
473
+3
118
$36.4K 0.04%
188
+2
119
$36.3K 0.04%
524
+8
120
$35.7K 0.03%
480
+3
121
$34.7K 0.03%
259
-48
122
$34.7K 0.03%
519
+3
123
$34.4K 0.03%
1,518
-306
124
$34.2K 0.03%
99
125
$32.9K 0.03%
1,130
3 4
5
6 7