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
$924M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.99M
3
+$4.82M
4
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$2.51M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.01M

Top Sells

1
+$3.15M
2
+$1.29M
3
+$1.17M
4
ADBE icon
Adobe
ADBE
+$1.15M
5
AAPL icon
Apple
AAPL
+$672K

Sector Composition

1 Technology 8.47%
2 Financials 3.23%
3 Healthcare 2.49%
4 Consumer Discretionary 1.96%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$266K 0.03%
3,633
+412
227
$264K 0.03%
1,967
-38
228
$263K 0.03%
2,918
-263
229
$262K 0.03%
+314
230
$262K 0.03%
5,203
231
$261K 0.03%
929
232
$260K 0.03%
2,709
+64
233
$254K 0.03%
1,032
-55
234
$253K 0.03%
2,329
+1
235
$253K 0.03%
836
+57
236
$251K 0.03%
1,398
-46
237
$250K 0.03%
7,165
238
$249K 0.03%
12,090
+46
239
$247K 0.03%
1,302
-17
240
$247K 0.03%
877
-13
241
$244K 0.03%
1,806
-31
242
$242K 0.03%
4,765
+135
243
$239K 0.03%
1,192
-35
244
$238K 0.03%
10,777
-300
245
$232K 0.02%
3,959
-2,741
246
$231K 0.02%
5,570
-636
247
$230K 0.02%
8,154
+225
248
$229K 0.02%
5,282
249
$227K 0.02%
+1,272
250
$226K 0.02%
+1,573
8 9
10
11 12