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
201
$3.14K ﹤0.01%
103
+1
202
$3.12K ﹤0.01%
48
203
$2.97K ﹤0.01%
+40
204
$2.93K ﹤0.01%
72
-154
205
$2.83K ﹤0.01%
99
206
$2.73K ﹤0.01%
95
207
$2.67K ﹤0.01%
+20
208
$2.56K ﹤0.01%
21
209
$2.38K ﹤0.01%
348
210
$2.16K ﹤0.01%
52
+1
211
$2.07K ﹤0.01%
20
212
$1.94K ﹤0.01%
29
-2
213
$1.83K ﹤0.01%
8
214
$1.8K ﹤0.01%
+117
215
$1.73K ﹤0.01%
75
216
$1.47K ﹤0.01%
30
217
$1.47K ﹤0.01%
8
-1
218
$1.39K ﹤0.01%
50
-10
219
$1.38K ﹤0.01%
58
+4
220
$1.27K ﹤0.01%
16
221
$1.18K ﹤0.01%
3
-763
222
$1.18K ﹤0.01%
12
223
$1.13K ﹤0.01%
25
224
$1.04K ﹤0.01%
12
225
$966 ﹤0.01%
10
7 8
9
10 11