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
$658M
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$5.93M
3
+$4.61M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$2.27M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.04M

Top Sells

1
+$10.2M
2
+$4.73M
3
+$2.73M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.8M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.47M

Sector Composition

1 Technology 8.89%
2 Financials 3.58%
3 Healthcare 3.02%
4 Consumer Discretionary 2.32%
5 Consumer Staples 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$230K 0.03%
7,165
227
$229K 0.03%
5,281
-1,143
228
$228K 0.03%
+1,776
229
$227K 0.03%
6,560
-1,070
230
$224K 0.03%
621
+2
231
$221K 0.03%
+552
232
$221K 0.03%
737
-76
233
$218K 0.03%
1,496
+87
234
$215K 0.03%
+2,394
235
$211K 0.03%
+3,115
236
$211K 0.03%
1,111
-1
237
$210K 0.03%
932
-6,518
238
$208K 0.03%
+921
239
$208K 0.03%
11,764
+1,169
240
$205K 0.03%
+3,981
241
$204K 0.03%
+326
242
$202K 0.03%
+395
243
$199K 0.03%
3,053
+539
244
$198K 0.03%
2,054
+887
245
$196K 0.03%
8,500
246
$191K 0.03%
5,152
-1,755
247
$174K 0.03%
9,372
+630
248
$156K 0.02%
2,497
249
$156K 0.02%
6,210
+3,417
250
$155K 0.02%
7,386
-2,384
8 9
10
11 12