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
$658M
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$5.93M
3
+$4.61M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$2.27M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.04M

Top Sells

1
+$10.2M
2
+$4.73M
3
+$2.73M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.8M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.47M

Sector Composition

1 Technology 8.89%
2 Financials 3.58%
3 Healthcare 3.02%
4 Consumer Discretionary 2.32%
5 Consumer Staples 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$150K 0.02%
7,512
-3,542
252
$148K 0.02%
1,090
-151
253
$148K 0.02%
1,670
+2
254
$146K 0.02%
1,345
+298
255
$144K 0.02%
301
-47
256
$135K 0.02%
+1,473
257
$132K 0.02%
6,444
258
$128K 0.02%
640
259
$128K 0.02%
3,631
-286
260
$125K 0.02%
5,902
261
$121K 0.02%
1,581
262
$116K 0.02%
2,247
-2,878
263
$113K 0.02%
924
264
$112K 0.02%
463
-31
265
$110K 0.02%
1,571
266
$102K 0.02%
5,532
+160
267
$101K 0.02%
2,520
268
$97K 0.01%
2,299
+318
269
$94.1K 0.01%
1,160
270
$92.6K 0.01%
2,487
271
$88.7K 0.01%
+2,807
272
$87.3K 0.01%
880
273
$87K 0.01%
501
-16
274
$84.9K 0.01%
724
-763
275
$82.6K 0.01%
1,873
9 10
11
12 13