GWANC
Guardian Wealth Advisors (North Carolina) Portfolio holdings
AUM
$1.42B
1-Year Return
12.48%
This Quarter Return
+8.37%
1 Year Return
+12.48%
3 Year Return
+47.43%
5 Year Return
–
10 Year Return
–
AUM
$233M
AUM Growth
–
Cap. Flow
+$233M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.91%
Holding
245
New
245
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Aptus Defined Risk ETF
DRSK
|
$30.1M |
| 2 |
Aptus Behavioral Momentum ETF
ADME
|
$16.2M |
| 3 |
Aptus Collared Investment Opportunity ETF
ACIO
|
$15.8M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$8.93M |
| 5 |
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% |
