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
$855M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$6.91M
3
+$3.59M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$3.25M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$3.1M

Top Sells

1
+$12.6M
2
+$2.05M
3
+$1.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$633K
5
RY icon
Royal Bank of Canada
RY
+$542K

Sector Composition

1 Technology 9.15%
2 Financials 3.1%
3 Healthcare 2.54%
4 Consumer Discretionary 1.83%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$94.9K 0.01%
2,807
277
$93.3K 0.01%
+14,119
278
$93.1K 0.01%
3,506
+463
279
$91.1K 0.01%
2,193
-70
280
$85K 0.01%
+2,430
281
$84.5K 0.01%
870
282
$84.4K 0.01%
1,100
283
$81.2K 0.01%
877
284
$78.2K 0.01%
900
285
$76.5K 0.01%
10,282
-326
286
$74.4K 0.01%
3,350
287
$73.6K 0.01%
505
-277
288
$70.2K 0.01%
44,399
289
$69.1K 0.01%
500
290
$61.6K 0.01%
1,160
+119
291
$61.1K 0.01%
1,375
292
$60.2K 0.01%
580
293
$60.1K 0.01%
1,479
294
$60.1K 0.01%
1,000
295
$59.1K 0.01%
704
296
$59.1K 0.01%
526
297
$58.4K 0.01%
1,278
298
$55.9K 0.01%
273
299
$52.7K 0.01%
919
300
$51.6K 0.01%
209
+70
10 11
12
13 14