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
$658M
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$5.93M
3
+$4.61M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$2.27M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.04M

Top Sells

1
+$10.2M
2
+$4.73M
3
+$2.73M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.8M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.47M

Sector Composition

1 Technology 8.89%
2 Financials 3.58%
3 Healthcare 3.02%
4 Consumer Discretionary 2.32%
5 Consumer Staples 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$81K 0.01%
434
+166
277
$75.4K 0.01%
3,228
278
$75.2K 0.01%
866
-246
279
$73.2K 0.01%
900
280
$70.8K 0.01%
404
281
$70.4K 0.01%
858
+857
282
$67.9K 0.01%
1,077
-118
283
$65.9K 0.01%
+877
284
$63.5K 0.01%
2,800
+2,100
285
$61.5K 0.01%
1,479
286
$60.6K 0.01%
2,447
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287
$59.6K 0.01%
1,000
288
$59.5K 0.01%
44,399
289
$58.9K 0.01%
1,278
290
$58.9K 0.01%
500
291
$58.3K 0.01%
1,375
292
$58.2K 0.01%
191
293
$57K 0.01%
546
294
$55.9K 0.01%
952
-81
295
$55.3K 0.01%
400
-167
296
$54.9K 0.01%
704
-40
297
$54.9K 0.01%
314
298
$54.5K 0.01%
283
+5
299
$54K 0.01%
+1,159
300
$52.9K 0.01%
+1,032
10 11
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