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
1
$3.84M 3.82%
23,693
+370
2
$3.13M 3.11%
1,529
+20
3
$3.08M 3.06%
67,454
+388
4
$2.92M 2.9%
24,680
+242
5
$2.83M 2.81%
81,352
+1,572
6
$2.46M 2.44%
7,292
+41
7
$2.45M 2.44%
41,931
-642
8
$2.26M 2.24%
19,739
+436
9
$2.12M 2.1%
15,311
+418
10
$2.1M 2.08%
46,199
+642
11
$2.07M 2.06%
12,366
+234
12
$2.07M 2.05%
13,048
+167
13
$2.07M 2.05%
33,332
+1,499
14
$2.02M 2%
9,071
+212
15
$1.98M 1.96%
132,827
+2,701
16
$1.95M 1.93%
12,744
+227
17
$1.87M 1.86%
73,259
+8,671
18
$1.85M 1.84%
10,619
+140
19
$1.82M 1.81%
4,129
-14
20
$1.81M 1.8%
10,208
+732
21
$1.74M 1.73%
20,480
+777
22
$1.73M 1.72%
9,442
+165
23
$1.67M 1.66%
93,942
-8,778
24
$1.64M 1.63%
16,375
+1,027
25
$1.62M 1.61%
39,112
+658
1
2 3 4 5