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
126
$32.8K 0.03%
+168
127
$32.1K 0.03%
100
-12
128
$27.1K 0.03%
260
+1
129
$26.8K 0.03%
501
+39
130
$26.6K 0.03%
244
+19
131
$23.4K 0.02%
695
132
$22.3K 0.02%
403
+1
133
$21.1K 0.02%
166
+2
134
$20.8K 0.02%
57
135
$20.7K 0.02%
+199
136
$20.4K 0.02%
727
-66
137
$20.2K 0.02%
118
-2
138
$20K 0.02%
208
-6
139
$19.4K 0.02%
545
-3
140
$18K 0.02%
110
+1
141
$17.7K 0.02%
594
-2
142
$16.3K 0.02%
584
+307
143
$16K 0.02%
172
144
$16K 0.02%
309
+307
145
$15.3K 0.01%
229
146
$14.8K 0.01%
196
147
$14.5K 0.01%
950
148
$13.3K 0.01%
97
-8,740
149
$12.9K 0.01%
96
+54
150
$11.7K 0.01%
1,589
+1,315
4 5
6
7 8