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
$520M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$3.68M
3
+$2.11M
4
DDEC icon
FT Vest US Equity Deep Buffer ETF December
DDEC
+$2M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.6M

Top Sells

1
+$22.4M
2
+$16.7M
3
+$16.7M
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$6.23M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.83M

Sector Composition

1 Technology 6.22%
2 Financials 3.32%
3 Healthcare 3.31%
4 Consumer Staples 2.26%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$54.1K 0.01%
2,000
252
$52.7K 0.01%
2,091
+213
253
$51.7K 0.01%
420
-67
254
$50.8K 0.01%
406
+82
255
$47.4K 0.01%
638
256
$46.9K 0.01%
2,000
257
$45.6K 0.01%
546
258
$45.1K 0.01%
1,475
259
$45K 0.01%
2,801
-15
260
$44.9K 0.01%
536
+65
261
$44.1K 0.01%
614
262
$43.9K 0.01%
859
263
$43.3K 0.01%
526
264
$42.8K 0.01%
406
265
$41.8K 0.01%
+191
266
$41.2K 0.01%
+681
267
$40K 0.01%
837
268
$39.6K 0.01%
2,119
269
$39.5K 0.01%
1,910
270
$39.5K 0.01%
1,667
-841
271
$38.5K 0.01%
2,572
-4,500
272
$36.2K 0.01%
481
-11
273
$35K 0.01%
451
274
$33.5K 0.01%
269
275
$33.4K 0.01%
733
9 10
11
12 13