GWM
Guardian Wealth Management Portfolio holdings
AUM
$169M
1-Year Est. Return
26.58%
1 Year Est. Return
+26.58%
AUM
$169M
AUM Growth
+$19M
(+13%)
Holding
65
Top Buys
| 1 | +$5.12M | |
| 2 | +$3.64M | |
| 3 | +$3M | |
| 4 |
LKQ Corp
LKQ
|
+$2.36M |
| 5 |
P10
PX
|
+$1.25M |
Top Sells
| 1 | +$5.68M | |
| 2 | +$4.99M | |
| 3 | +$2.49M | |
| 4 |
Revvity
RVTY
|
+$1.1M |
| 5 |
Duluth Holdings
DLTH
|
+$65.1K |
Sector Composition
| 1 | Financials | 17.76% |
| 2 | Industrials | 16.35% |
| 3 | Technology | 15.66% |
| 4 | Healthcare | 12.3% |
| 5 | Consumer Discretionary | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Phillips 66
PSX
$56.2B
| $610K | 0.36% |
4,482
-64
|
|
||
52
Vanguard Small-Cap Value ETF
VBR
$32B
| $523K | 0.31% |
2,504
+36
|
|
||
53
Palantir
PLTR
$433B
| $449K | 0.27% |
2,462
|
|
||
54
NVIDIA
NVDA
$4.43T
| $364K | 0.22% |
1,951
+1
|
|
||
55
Garmin
GRMN
$39.2B
| $356K | 0.21% |
1,446
|
|
||
56
AstraZeneca
AZN
$280B
| $300K | 0.18% |
3,912
+3
|
|
||
57
Vanguard S&P 500 Value ETF
VOOV
$5.89B
| $250K | 0.15% |
1,255
+3
|
|
||
58
JPMorgan Chase
JPM
$858B
| $212K | 0.13% |
+671
|
|
||
59
Deere & Co
DE
$128B
| $208K | 0.12% |
454
|
|
||
60
Black Stone Minerals
BSM
$3.12B
| $162K | 0.1% |
12,317
+235
|
|
||
61
Mind CTI
MNDO
$25.1M
| $56.8K | 0.03% |
51,610
|
|
||
|
62
Duluth Holdings
DLTH
$110M
| – | – |
-30,996
|
|
||
|
63
Revvity
RVTY
$11.4B
| – | – |
-11,327
|
|
||
|
STR
64
DELISTED
Sitio Royalties
STR
| – | – |
-271,475
|
|
||
65
Texas Instruments
TXN
$166B
| – | – |
-12,007
|
|