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
$584M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$8.4M
3
+$1.68M
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$1.5M
5
FTXG icon
First Trust Nasdaq Food & Beverage ETF
FTXG
+$1.21M

Top Sells

1
+$27.2M
2
+$7.6M
3
+$2.99M
4
DOG icon
ProShares Short Dow30
DOG
+$1.82M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.65M

Sector Composition

1 Technology 9.12%
2 Financials 3.48%
3 Healthcare 3.08%
4 Consumer Discretionary 2.27%
5 Consumer Staples 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$33.7K 0.01%
733
302
$32.8K 0.01%
201
-196
303
$31.7K 0.01%
1,864
+71
304
$29.9K 0.01%
757
-2
305
$29.9K 0.01%
658
306
$29.8K 0.01%
962
307
$29.6K 0.01%
475
308
$29.3K 0.01%
2,210
309
$27.3K ﹤0.01%
2,400
310
$27K ﹤0.01%
1,000
-1,400
311
$26.2K ﹤0.01%
275
-198
312
$25.9K ﹤0.01%
503
313
$24.1K ﹤0.01%
322
314
$23.8K ﹤0.01%
852
315
$22.7K ﹤0.01%
+1,000
316
$22.6K ﹤0.01%
326
317
$21.7K ﹤0.01%
646
318
$20.4K ﹤0.01%
698
319
$20K ﹤0.01%
1,088
-31
320
$19.5K ﹤0.01%
353
321
$19.4K ﹤0.01%
600
322
$18.4K ﹤0.01%
307
323
$18.3K ﹤0.01%
447
+25
324
$18K ﹤0.01%
118
-42
325
$17.7K ﹤0.01%
86
11 12
13
14 15