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
176
$7.6K 0.01%
109
+1
177
$7.45K 0.01%
244
+87
178
$7.23K 0.01%
74
+1
179
$7.08K 0.01%
11
180
$7.06K 0.01%
367
-189
181
$6.91K 0.01%
+855
182
$5.79K 0.01%
29
183
$5.5K 0.01%
675
184
$5.39K 0.01%
52
185
$5.34K 0.01%
40
186
$5.29K 0.01%
25
187
$5.27K 0.01%
104
188
$5.11K ﹤0.01%
+140
189
$5.01K ﹤0.01%
70
-52
190
$5K ﹤0.01%
270
191
$4.77K ﹤0.01%
70
+1
192
$4.71K ﹤0.01%
434
+362
193
$4.66K ﹤0.01%
262
+12
194
$4.2K ﹤0.01%
70
-51
195
$4.09K ﹤0.01%
108
196
$4.07K ﹤0.01%
37
197
$3.91K ﹤0.01%
71
-55
198
$3.85K ﹤0.01%
72
+1
199
$3.71K ﹤0.01%
15
200
$3.53K ﹤0.01%
280
6 7
8
9 10