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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
$232M
AUM Growth
-$759K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$3.03M
3
+$2.91M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$2.83M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$2.38M

Top Sells

1
+$3M
2
+$2.89M
3
+$2.62M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.96M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.94M

Sector Composition

1 Technology 12.11%
2 Consumer Discretionary 3.8%
3 Healthcare 3.76%
4 Consumer Staples 2.53%
5 Financials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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-1,945
277
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-51,930
278
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-2,118
279
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-3,386
280
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-204
281
– –
-396
282
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283
$0 ﹤0.01%
3
-12
284
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285
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-949
286
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-1,375
287
$0 ﹤0.01%
2
288
– –
-69,813
289
– –
-16
8 9 10 11
12