GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.53B
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$16.2M
3
+$15.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.93M
5
MSFT icon
Microsoft
MSFT
+$7.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.82%
2 Consumer Discretionary 5%
3 Healthcare 4.43%
4 Communication Services 2.9%
5 Financials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+28
227
$3K ﹤0.01%
+15
228
$3K ﹤0.01%
+94
229
$2K ﹤0.01%
+40
230
$2K ﹤0.01%
+56
231
$2K ﹤0.01%
+10
232
$2K ﹤0.01%
+50
233
$2K ﹤0.01%
+80
234
$1K ﹤0.01%
+40
235
$1K ﹤0.01%
+9
236
$1K ﹤0.01%
+16
237
$1K ﹤0.01%
+4
238
$1K ﹤0.01%
+5
239
$0 ﹤0.01%
+2
240
$0 ﹤0.01%
+2
241
$0 ﹤0.01%
+9
242
$0 ﹤0.01%
+12
243
$0 ﹤0.01%
+18
244
$0 ﹤0.01%
+16
245
$0 ﹤0.01%
+2
6 7 8 9
10