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
151
$11.6K 0.01%
550
152
$11.5K 0.01%
321
-4
153
$11.3K 0.01%
52
+34
154
$11.1K 0.01%
98
+1
155
$10.7K 0.01%
122
+10
156
$10.2K 0.01%
131
157
$10.1K 0.01%
281
+3
158
$9.94K 0.01%
85
159
$9.88K 0.01%
200
+1
160
$9.82K 0.01%
65
161
$9.76K 0.01%
534
+6
162
$9.76K 0.01%
48
163
$9.47K 0.01%
151
+1
164
$8.99K 0.01%
58
165
$8.91K 0.01%
85
166
$8.81K 0.01%
+156
167
$8.79K 0.01%
96
168
$8.63K 0.01%
+208
169
$8.49K 0.01%
115
170
$8.48K 0.01%
408
171
$8.43K 0.01%
47
172
$8.2K 0.01%
169
-61
173
$8.04K 0.01%
97
174
$7.99K 0.01%
328
-18
175
$7.89K 0.01%
+638
5 6
7
8 9