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
$584M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$8.4M
3
+$1.68M
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$1.5M
5
FTXG icon
First Trust Nasdaq Food & Beverage ETF
FTXG
+$1.21M

Top Sells

1
+$27.2M
2
+$7.6M
3
+$2.99M
4
DOG icon
ProShares Short Dow30
DOG
+$1.82M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.65M

Sector Composition

1 Technology 9.12%
2 Financials 3.48%
3 Healthcare 3.08%
4 Consumer Discretionary 2.27%
5 Consumer Staples 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$190K 0.03%
425
+8
227
$187K 0.03%
8,500
228
$185K 0.03%
1,629
+477
229
$178K 0.03%
10,343
+5
230
$169K 0.03%
7,340
+2,015
231
$167K 0.03%
1,261
-12
232
$165K 0.03%
10,918
+292
233
$161K 0.03%
7,521
-235
234
$157K 0.03%
2,497
235
$153K 0.03%
2,514
236
$151K 0.03%
3,770
237
$150K 0.03%
8,688
238
$141K 0.02%
1,668
239
$131K 0.02%
3,990
-110
240
$130K 0.02%
6,444
241
$120K 0.02%
640
-8,833
242
$119K 0.02%
1,581
+1,100
243
$113K 0.02%
494
-96
244
$109K 0.02%
1,005
+1,000
245
$106K 0.02%
1,061
+277
246
$105K 0.02%
962
247
$105K 0.02%
1,571
-9,910
248
$100K 0.02%
+3,000
249
$96.3K 0.02%
2,520
+2,500
250
$90K 0.02%
1,109
-22
8 9
10
11 12