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
$924M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.99M
3
+$4.82M
4
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$2.51M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.01M

Top Sells

1
+$3.15M
2
+$1.29M
3
+$1.17M
4
ADBE icon
Adobe
ADBE
+$1.15M
5
AAPL icon
Apple
AAPL
+$672K

Sector Composition

1 Technology 8.47%
2 Financials 3.23%
3 Healthcare 2.49%
4 Consumer Discretionary 1.96%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$117K 0.01%
2,520
277
$117K 0.01%
3,998
+492
278
$114K 0.01%
3,945
279
$109K 0.01%
494
280
$107K 0.01%
1,331
281
$104K 0.01%
2,487
282
$104K 0.01%
880
283
$102K 0.01%
1,747
284
$99.9K 0.01%
2,195
+2
285
$97.1K 0.01%
2,807
286
$91.6K 0.01%
2,430
287
$88.5K 0.01%
+4,259
288
$88.1K 0.01%
870
289
$86.6K 0.01%
1,100
290
$84K 0.01%
877
291
$80.4K 0.01%
900
292
$80.1K 0.01%
10,188
-3,931
293
$78.6K 0.01%
672
-272
294
$77.8K 0.01%
505
295
$77.5K 0.01%
3,350
296
$72.7K 0.01%
500
297
$69.5K 0.01%
1,375
298
$64.9K 0.01%
1,000
299
$64.3K 0.01%
+1,745
300
$64.3K 0.01%
704
10 11
12
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