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
$584M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$8.4M
3
+$1.68M
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$1.5M
5
FTXG icon
First Trust Nasdaq Food & Beverage ETF
FTXG
+$1.21M

Top Sells

1
+$27.2M
2
+$7.6M
3
+$2.99M
4
DOG icon
ProShares Short Dow30
DOG
+$1.82M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.65M

Sector Composition

1 Technology 9.12%
2 Financials 3.48%
3 Healthcare 3.08%
4 Consumer Discretionary 2.27%
5 Consumer Staples 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$52.8K 0.01%
546
277
$52.7K 0.01%
415
278
$52.4K 0.01%
2,127
+421
279
$51.7K 0.01%
614
-7
280
$51.1K 0.01%
44,399
281
$50.8K 0.01%
1,475
282
$49.8K 0.01%
406
283
$49.3K 0.01%
526
284
$48.6K 0.01%
2,433
-715
285
$48K 0.01%
638
-10
286
$47.3K 0.01%
272
+3
287
$47.1K 0.01%
194
-24
288
$45.6K 0.01%
777
-60
289
$44.6K 0.01%
406
290
$44.4K 0.01%
459
-1,136
291
$42.6K 0.01%
3,546
292
$41.6K 0.01%
10,500
293
$41.3K 0.01%
635
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294
$41.3K 0.01%
2,119
295
$41.2K 0.01%
647
+28
296
$39.4K 0.01%
161
297
$37.5K 0.01%
453
+1
298
$37.4K 0.01%
2,572
299
$36.7K 0.01%
1,910
300
$36.5K 0.01%
619
+13
10 11
12
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