GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.42B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$520M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$3.68M
3
+$2.11M
4
DDEC icon
FT Vest US Equity Deep Buffer ETF December
DDEC
+$2M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.6M

Top Sells

1
+$22.4M
2
+$16.7M
3
+$16.7M
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$6.23M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.83M

Sector Composition

1 Technology 6.22%
2 Financials 3.32%
3 Healthcare 3.31%
4 Consumer Staples 2.26%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$83.8K 0.02%
1,125
+3
227
$83.5K 0.02%
760
+2
228
$83.3K 0.02%
2,487
229
$82.9K 0.02%
1,176
-175
230
$82K 0.02%
657
231
$79.8K 0.02%
3,648
+912
232
$76.2K 0.01%
590
233
$76.1K 0.01%
+3,350
234
$74.2K 0.01%
784
+14
235
$74K 0.01%
2,112
-7,343
236
$71.7K 0.01%
962
+38
237
$71K 0.01%
3,228
238
$70.8K 0.01%
+1,148
239
$68.6K 0.01%
20,228
+215
240
$67.5K 0.01%
44,399
241
$67.4K 0.01%
4,182
-1,894
242
$65.8K 0.01%
670
-70
243
$65.6K 0.01%
+1,316
244
$64.2K 0.01%
3,761
245
$64.1K 0.01%
+2,400
246
$62.8K 0.01%
478
+117
247
$60.3K 0.01%
1,375
+175
248
$60K 0.01%
+1,346
249
$57.6K 0.01%
+1,479
250
$56.2K 0.01%
+1,025
8 9
10
11 12