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GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.57B
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$13.9M
3
+$11.2M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$10.3M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$4.84M

Top Sells

1
+$37.9M
2
+$13.8M
3
+$9.28M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$4.53M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.58M

Sector Composition

1 Technology 8.42%
2 Financials 3.75%
3 Consumer Discretionary 2.56%
4 Communication Services 1.52%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$370K 0.02%
3,645
+7
252
$368K 0.02%
2,528
-9
253
$367K 0.02%
1,700
+75
254
$366K 0.02%
1,197
255
$365K 0.02%
4,909
-103
256
$365K 0.02%
9,000
257
$365K 0.02%
1,809
-4
258
$363K 0.02%
3,720
+155
259
$360K 0.02%
854
-1
260
$360K 0.02%
7,698
+845
261
$360K 0.02%
13,185
+23
262
$350K 0.02%
2,733
263
$350K 0.02%
1,659
264
$350K 0.02%
1,191
-292
265
$345K 0.02%
1,278
-11
266
$344K 0.02%
3,101
267
$342K 0.02%
19,148
268
$335K 0.02%
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269
$335K 0.02%
1,163
-33
270
$334K 0.02%
1,573
+312
271
$334K 0.02%
1,226
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272
$334K 0.02%
731
-10
273
$328K 0.02%
11,597
-750
274
$327K 0.02%
1,921
+138
275
$324K 0.02%
1,910
+101
9 10
11
12 13