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
151
$20K 0.02%
215
+2
152
$20K 0.02%
590
+7
153
$19K 0.02%
125
154
$19K 0.02%
305
+1
155
$17K 0.02%
223
+1
156
$17K 0.02%
296
+3
157
$16K 0.02%
479
158
$16K 0.02%
196
159
$15K 0.01%
115
+1
160
$15K 0.01%
222
161
$15K 0.01%
116
+40
162
$14K 0.01%
329
+2
163
$14K 0.01%
1,180
164
$14K 0.01%
170
+1
165
$14K 0.01%
518
-76,614
166
$14K 0.01%
270
+2
167
$13K 0.01%
40
-4,579
168
$12K 0.01%
74
+1
169
$11K 0.01%
131
170
$11K 0.01%
47
171
$10K 0.01%
148
+101
172
$10K 0.01%
46
173
$10K 0.01%
127
174
$9K 0.01%
121
175
$9K 0.01%
227
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7
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