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
$131M
AUM Growth
+$975K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1 +$869K
2 +$379K
3 +$329K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$289K
5
VRSN icon
VeriSign
VRSN
+$142K

Sector Composition

1 Financials 18.35%
2 Technology 17.77%
3 Healthcare 16.25%
4 Industrials 11.06%
5 Energy 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$12.7K 0.01%
950
152
$12.6K 0.01%
81
+1
153
$12.5K 0.01%
79
-20
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$12.1K 0.01%
37
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$11.9K 0.01%
85
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$11.9K 0.01%
300
+4
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$11.9K 0.01%
69
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$11.8K 0.01%
550
159
$11.4K 0.01%
116
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$11.3K 0.01%
293
161
$11K 0.01%
414
162
$10.9K 0.01%
60
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$10.7K 0.01%
93
+1
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$10.3K 0.01%
206
+1
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$10.1K 0.01%
91
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$9.81K 0.01%
103
-13
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$9.48K 0.01%
52
168
$9.27K 0.01%
85
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$9.27K 0.01%
65
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$9.26K 0.01%
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171
$9.07K 0.01%
217
172
$8.9K 0.01%
115
+1
173
$8.86K 0.01%
82
174
$8.85K 0.01%
97
175
$8.68K 0.01%
32