GWANC
Guardian Wealth Advisors (North Carolina) Portfolio holdings
AUM
$1.42B
1-Year Return
12.48%
This Quarter Return
-11.19%
1 Year Return
+12.48%
3 Year Return
+47.43%
5 Year Return
–
10 Year Return
–
AUM
$548M
AUM Growth
+$316M
(+136%)
Cap. Flow
+$342M
Cap. Flow
% of AUM
62.48%
Top 10 Holdings %
Top 10 Hldgs %
65.82%
Holding
385
New
133
Increased
146
Reduced
38
Closed
33
Top Buys
| 1 |
Aptus Defined Risk ETF
DRSK
|
$82.1M |
| 2 |
Aptus Collared Investment Opportunity ETF
ACIO
|
$53M |
| 3 |
Aptus Behavioral Momentum ETF
ADME
|
$41.1M |
| 4 |
Opus Small Cap Value ETF
OSCV
|
$22.9M |
| 5 |
First Trust Capital Strength ETF
FTCS
|
$15.7M |
Top Sells
Sector Composition
| 1 | Technology | 6.31% |
| 2 | Healthcare | 2.85% |
| 3 | Financials | 2.58% |
| 4 | Consumer Discretionary | 1.86% |
| 5 | Consumer Staples | 1.71% |
