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
176
$9K 0.01%
96
177
$9K 0.01%
57
178
$8K 0.01%
10
179
$8K 0.01%
124
180
$8K 0.01%
88
+1
181
$8K 0.01%
342
182
$8K 0.01%
105
+1
183
$8K 0.01%
166
+2
184
$7K 0.01%
120
185
$7K 0.01%
+50
186
$7K 0.01%
65
+1
187
$7K 0.01%
882
+8
188
$6K 0.01%
40
189
$6K 0.01%
28
190
$6K 0.01%
41
191
$6K 0.01%
41
192
$5K 0.01%
280
+50
193
$5K 0.01%
90
194
$4K ﹤0.01%
95
195
$4K ﹤0.01%
100
+20
196
$4K ﹤0.01%
70
+1
197
$4K ﹤0.01%
36
198
$4K ﹤0.01%
99
199
$3K ﹤0.01%
20
200
$3K ﹤0.01%
108
6 7
8
9 10