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GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.57B
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$13.9M
3
+$11.2M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$10.3M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$4.84M

Top Sells

1
+$37.9M
2
+$13.8M
3
+$9.28M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$4.53M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.58M

Sector Composition

1 Technology 8.42%
2 Financials 3.75%
3 Consumer Discretionary 2.56%
4 Communication Services 1.52%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$442K 0.03%
8,552
+392
227
$441K 0.03%
1,252
-254
228
$438K 0.03%
4,230
229
$438K 0.03%
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-6
231
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4,288
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232
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3,620
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233
$420K 0.03%
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234
$417K 0.03%
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235
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429
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236
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2,848
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237
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4,059
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239
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1,333
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240
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816
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241
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242
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243
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244
$387K 0.03%
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245
$383K 0.03%
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246
$380K 0.02%
5,669
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247
$378K 0.02%
4,385
+47
248
$378K 0.02%
1,338
+37
249
$376K 0.02%
5,388
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250
$372K 0.02%
781
-1
8 9
10
11 12