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
$924M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.99M
3
+$4.82M
4
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$2.51M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.01M

Top Sells

1
+$3.15M
2
+$1.29M
3
+$1.17M
4
ADBE icon
Adobe
ADBE
+$1.15M
5
AAPL icon
Apple
AAPL
+$672K

Sector Composition

1 Technology 8.47%
2 Financials 3.23%
3 Healthcare 2.49%
4 Consumer Discretionary 1.96%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$225K 0.02%
3,593
-140
252
$224K 0.02%
477
-6
253
$220K 0.02%
+2,626
254
$220K 0.02%
4,252
-1,577
255
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352
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256
$216K 0.02%
138
257
$215K 0.02%
4,528
-150
258
$214K 0.02%
+2,949
259
$213K 0.02%
4,654
-575
260
$212K 0.02%
9,579
+60
261
$212K 0.02%
+5,102
262
$211K 0.02%
+3,727
263
$208K 0.02%
1,101
-340
264
$207K 0.02%
+2,156
265
$203K 0.02%
+3,975
266
$202K 0.02%
+1,035
267
$201K 0.02%
+2,582
268
$201K 0.02%
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269
$193K 0.02%
2,318
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270
$179K 0.02%
3,016
271
$172K 0.02%
7,000
272
$155K 0.02%
7,030
273
$154K 0.02%
2,010
-49
274
$127K 0.01%
3,135
275
$120K 0.01%
4,620
9 10
11
12 13