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
126
$46K 0.05%
1,812
+6
127
$41K 0.04%
400
128
$41K 0.04%
99
129
$41K 0.04%
492
+5
130
$39K 0.04%
463
+2
131
$39K 0.04%
258
+1
132
$37K 0.04%
508
-11
133
$37K 0.04%
684
+6
134
$33K 0.03%
316
-50
135
$33K 0.03%
1,383
+1
136
$33K 0.03%
487
+1
137
$31K 0.03%
406
+4
138
$30K 0.03%
1,857
+9
139
$29K 0.03%
160
+1
140
$27K 0.03%
853
141
$26K 0.03%
145
142
$25K 0.02%
580
+150
143
$25K 0.02%
99
144
$24K 0.02%
649
+5
145
$24K 0.02%
111
146
$21K 0.02%
57
147
$21K 0.02%
399
+2
148
$21K 0.02%
208
+1
149
$20K 0.02%
97
150
$20K 0.02%
128
+1
4 5
6
7 8