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
$658M
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$5.93M
3
+$4.61M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$2.27M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.04M

Top Sells

1
+$10.2M
2
+$4.73M
3
+$2.73M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.8M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.47M

Sector Composition

1 Technology 8.89%
2 Financials 3.58%
3 Healthcare 3.02%
4 Consumer Discretionary 2.32%
5 Consumer Staples 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$52.9K 0.01%
526
302
$52.8K 0.01%
580
303
$52.6K 0.01%
367
+270
304
$52.2K 0.01%
704
305
$50.2K 0.01%
696
-36
306
$49.1K 0.01%
195
+1
307
$48.1K 0.01%
1,041
+17
308
$47.7K 0.01%
1,135
-2,635
309
$47.2K 0.01%
406
310
$44.1K 0.01%
2,155
311
$44.1K 0.01%
+541
312
$43.7K 0.01%
2,119
313
$43.2K 0.01%
597
-50
314
$43.1K 0.01%
673
-50
315
$42.4K 0.01%
878
316
$41.9K 0.01%
3,546
317
$41.8K 0.01%
709
+426
318
$41.8K 0.01%
+1,216
319
$40.9K 0.01%
163
+2
320
$40.5K 0.01%
298
-117
321
$40.4K 0.01%
1,910
322
$40.3K 0.01%
2,572
323
$39.8K 0.01%
402
+400
324
$39.6K 0.01%
2,210
325
$38.9K 0.01%
599
+562
11 12
13
14 15