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
$817M
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$19.3M
3
+$6.15M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.8M
5
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$3.44M

Top Sells

1
+$2.43M
2
+$972K
3
+$837K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$752K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$652K

Sector Composition

1 Technology 8.19%
2 Financials 3.59%
3 Healthcare 2.7%
4 Consumer Discretionary 1.86%
5 Industrials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$64.4K 0.01%
44,399
302
$63K 0.01%
3,043
-2,859
303
$62.3K 0.01%
1,000
304
$62.3K 0.01%
546
305
$61K 0.01%
1,375
306
$61K 0.01%
1,479
307
$60.7K 0.01%
191
308
$59.1K 0.01%
1,278
309
$58.8K 0.01%
704
310
$58.5K 0.01%
580
311
$57.4K 0.01%
526
312
$56K 0.01%
273
-161
313
$55.6K 0.01%
267
-16
314
$53K 0.01%
919
-33
315
$52.8K 0.01%
195
316
$52.7K 0.01%
1,041
317
$50.9K 0.01%
406
318
$50.9K 0.01%
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$50.1K 0.01%
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$49K 0.01%
218
-96
321
$48.4K 0.01%
634
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322
$46.9K 0.01%
673
323
$45.4K 0.01%
307
-93
324
$44.2K 0.01%
163
325
$44K 0.01%
557
-40
11 12
13
14 15