GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.53B
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$820K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.33M
3
+$3.21M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.82M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.82M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.32M
4
OILK icon
ProShares K-1 Free Crude Oil Strategy ETF
OILK
+$1.1M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.01M

Sector Composition

1 Technology 6.72%
2 Financials 3.5%
3 Healthcare 2.01%
4 Consumer Discretionary 1.96%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$354K 0.03%
13,518
-323
227
$354K 0.03%
+760
228
$348K 0.03%
+680
229
$347K 0.03%
739
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230
$342K 0.03%
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231
$342K 0.03%
11,994
-823
232
$341K 0.03%
545
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233
$341K 0.03%
2,210
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234
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1,273
-21
235
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782
-19
236
$335K 0.03%
5,486
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237
$334K 0.03%
2,977
-250
238
$333K 0.03%
9,028
+26
239
$333K 0.03%
4,691
+1,012
240
$332K 0.03%
179
241
$330K 0.03%
2,710
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242
$324K 0.03%
2,225
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243
$321K 0.03%
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+1,109
244
$317K 0.03%
1,250
+32
245
$315K 0.03%
5,255
+237
246
$313K 0.03%
4,258
-7,567
247
$311K 0.02%
1,029
-22
248
$310K 0.02%
899
+9
249
$309K 0.02%
2,959
+88
250
$305K 0.02%
+9,842
8 9
10
11 12