GWANC
Guardian Wealth Advisors (North Carolina) Portfolio holdings
AUM
$1.42B
1-Year Return
12.48%
This Quarter Return
-3.31%
1 Year Return
+12.48%
3 Year Return
+47.43%
5 Year Return
–
10 Year Return
–
AUM
$232M
AUM Growth
-$759K
(-0.33%)
Cap. Flow
+$9.81M
Cap. Flow
% of AUM
4.23%
Top 10 Holdings %
Top 10 Hldgs %
48.87%
Holding
289
New
44
Increased
64
Reduced
93
Closed
37
Top Buys
| 1 |
ProShares Short S&P500
SH
|
$6.32M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$2.99M |
| 3 |
Opus Small Cap Value ETF
OSCV
|
$2.9M |
| 4 |
Aptus Collared Investment Opportunity ETF
ACIO
|
$2.85M |
| 5 |
Aptus Behavioral Momentum ETF
ADME
|
$2.39M |
Top Sells
Sector Composition
| 1 | Technology | 12.11% |
| 2 | Consumer Discretionary | 3.8% |
| 3 | Healthcare | 3.76% |
| 4 | Consumer Staples | 2.53% |
| 5 | Financials | 2.44% |
