GWM
Guardian Wealth Management Portfolio holdings
AUM
$150M
This Quarter Return
+3.02%
1 Year Return
+24.99%
3 Year Return
+78.17%
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
+$104M
(+2.2%)
Cap. Flow
+$920K
Cap. Flow
% of AUM
0.89%
Top 10 Holdings %
Top 10 Hldgs %
30.66%
Holding
263
New
11
Increased
103
Reduced
55
Closed
20
Top Buys
| 1 |
Sterling Infrastructure
STRL
|
$587K |
| 2 |
Skyworks Solutions
SWKS
|
$322K |
| 3 |
Hanesbrands
HBI
|
$269K |
| 4 |
Pinterest
PINS
|
$241K |
| 5 |
Arista Networks
ANET
|
$212K |
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$1.2M |
| 2 |
Vanguard S&P 500 Value ETF
VOOV
|
$1.05M |
| 3 |
Mohawk Industries
MHK
|
$581K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$301K |
| 5 |
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% |
