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
$537M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$2.09M
3
+$802K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$756K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$599K

Top Sells

1
+$3.58M
2
+$1.29M
3
+$588K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$444K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$275K

Sector Composition

1 Technology 6.03%
2 Healthcare 2.84%
3 Financials 2.75%
4 Consumer Discretionary 2.12%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$15K ﹤0.01%
+312
277
$15K ﹤0.01%
86
-67
278
$14K ﹤0.01%
939
+637
279
$14K ﹤0.01%
237
+90
280
$14K ﹤0.01%
+1,800
281
$13K ﹤0.01%
559
282
$13K ﹤0.01%
167
+32
283
$12K ﹤0.01%
97
-54
284
$11K ﹤0.01%
+193
285
$11K ﹤0.01%
616
286
$11K ﹤0.01%
396
+7
287
$11K ﹤0.01%
133
+51
288
$10K ﹤0.01%
511
289
$10K ﹤0.01%
482
290
$10K ﹤0.01%
+3
291
$10K ﹤0.01%
164
292
$9K ﹤0.01%
190
293
$9K ﹤0.01%
100
294
$9K ﹤0.01%
341
295
$8K ﹤0.01%
154
296
$8K ﹤0.01%
215
297
$7K ﹤0.01%
158
298
$7K ﹤0.01%
192
299
$7K ﹤0.01%
450
300
$7K ﹤0.01%
100
10 11
12
13 14