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
$1.25B
AUM Growth
+$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$34M
3
+$28M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$19M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.5M

Top Sells

1
+$20.7M
2
+$5.25M
3
+$2.71M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.17M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$1.2M

Sector Composition

1 Technology 7.48%
2 Financials 3.08%
3 Consumer Discretionary 2.39%
4 Healthcare 1.86%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$251K 0.02%
1,796
+19
277
$251K 0.02%
929
278
$248K 0.02%
2,248
+92
279
$244K 0.02%
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280
$244K 0.02%
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281
$243K 0.02%
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+18
282
$243K 0.02%
1,979
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283
$242K 0.02%
1,204
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284
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2,065
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285
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286
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871
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287
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288
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1,182
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289
$233K 0.02%
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290
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+680
291
$232K 0.02%
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292
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293
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294
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295
$229K 0.02%
2,103
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296
$228K 0.02%
2,673
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297
$226K 0.02%
856
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298
$223K 0.02%
2,966
+17
299
$221K 0.02%
3,781
+54
300
$220K 0.02%
1,262
+11
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