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
1
$4.35M 4.19%
1,771
+61
2
$4.25M 4.1%
101,388
+5,060
3
$4.22M 4.06%
26,472
+460
4
$3.45M 3.32%
14,866
+189
5
$2.82M 2.72%
49,735
+706
6
$2.68M 2.58%
118,409
+5,178
7
$2.64M 2.54%
26,069
+265
8
$2.57M 2.48%
14,117
+250
9
$2.48M 2.39%
39,202
+797
10
$2.37M 2.28%
18,226
+317
11
$2.33M 2.24%
25,325
+550
12
$2.31M 2.23%
24,530
+837
13
$2.29M 2.2%
14,022
+274
14
$2.28M 2.2%
7,994
+161
15
$2.15M 2.07%
10,180
+466
16
$2.14M 2.06%
14,382
+78
17
$1.99M 1.92%
20,056
+714
18
$1.96M 1.89%
10,534
+362
19
$1.94M 1.87%
36,967
+3,802
20
$1.89M 1.82%
14,073
+609
21
$1.88M 1.81%
12,129
+281
22
$1.85M 1.78%
34,161
+899
23
$1.84M 1.77%
56,340
+3,725
24
$1.78M 1.71%
3,763
+5
25
$1.77M 1.7%
58,159
+6,973
1
2 3 4 5