GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.53B
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$820K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.33M
3
+$3.21M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.82M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.82M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.32M
4
OILK icon
ProShares K-1 Free Crude Oil Strategy ETF
OILK
+$1.1M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.01M

Sector Composition

1 Technology 6.72%
2 Financials 3.5%
3 Healthcare 2.01%
4 Consumer Discretionary 1.96%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$250K 0.02%
6,355
+1,215
277
$249K 0.02%
2,071
+6
278
$246K 0.02%
509
+24
279
$243K 0.02%
1,160
+3
280
$243K 0.02%
+2,391
281
$241K 0.02%
451
282
$239K 0.02%
2,045
-17
283
$236K 0.02%
+7,300
284
$236K 0.02%
865
+9
285
$235K 0.02%
+3,219
286
$234K 0.02%
354
-74
287
$234K 0.02%
381
+12
288
$233K 0.02%
+1,809
289
$230K 0.02%
1,286
-10
290
$228K 0.02%
1,793
-3
291
$222K 0.02%
630
-50
292
$222K 0.02%
507
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293
$221K 0.02%
1,343
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294
$219K 0.02%
2,127
+24
295
$217K 0.02%
3,130
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296
$216K 0.02%
3,982
+10
297
$215K 0.02%
+883
298
$215K 0.02%
1,127
+505
299
$214K 0.02%
4,558
+89
300
$214K 0.02%
421
+7
10 11
12
13 14