GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.53B
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$820K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.33M
3
+$3.21M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.82M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.82M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.32M
4
OILK icon
ProShares K-1 Free Crude Oil Strategy ETF
OILK
+$1.1M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.01M

Sector Composition

1 Technology 6.72%
2 Financials 3.5%
3 Healthcare 2.01%
4 Consumer Discretionary 1.96%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$305K 0.02%
2,733
252
$302K 0.02%
1,132
-10
253
$298K 0.02%
3,313
-58
254
$291K 0.02%
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255
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4,035
+161
256
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63
-19
257
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788
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258
$284K 0.02%
1,372
-461
259
$283K 0.02%
3,422
-21,225
260
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1,681
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261
$278K 0.02%
3,201
-451
262
$275K 0.02%
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263
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2,080
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264
$274K 0.02%
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265
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794
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270
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3,321
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271
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1,374
+192
272
$256K 0.02%
5,465
-79
273
$255K 0.02%
2,529
-69
274
$253K 0.02%
399
+2
275
$253K 0.02%
7,165
9 10
11
12 13