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GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.57B
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$13.9M
3
+$11.2M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$10.3M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$4.84M

Top Sells

1
+$37.9M
2
+$13.8M
3
+$9.28M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$4.53M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.58M

Sector Composition

1 Technology 8.42%
2 Financials 3.75%
3 Consumer Discretionary 2.56%
4 Communication Services 1.52%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$319K 0.02%
1,486
+90
277
$319K 0.02%
9,500
+75
278
$318K 0.02%
+2,160
279
$315K 0.02%
5,555
+538
280
$311K 0.02%
8,474
281
$307K 0.02%
+4,937
282
$303K 0.02%
2,649
+280
283
$302K 0.02%
887
+9
284
$302K 0.02%
5,029
-298
285
$301K 0.02%
6,208
+329
286
$299K 0.02%
4,907
+180
287
$297K 0.02%
458
+19
288
$293K 0.02%
2,167
+14
289
$292K 0.02%
3,060
+68
290
$289K 0.02%
3,030
+46
291
$288K 0.02%
1,020
-36
292
$288K 0.02%
2,231
+420
293
$287K 0.02%
6,799
+15
294
$284K 0.02%
1,186
+56
295
$280K 0.02%
2,116
-18
296
$279K 0.02%
901
-8
297
$278K 0.02%
407
-11
298
$275K 0.02%
7,165
299
$274K 0.02%
2,162
-30
300
$271K 0.02%
1,179
-10
10 11
12
13 14