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
$924M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.99M
3
+$4.82M
4
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$2.51M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.01M

Top Sells

1
+$3.15M
2
+$1.29M
3
+$1.17M
4
ADBE icon
Adobe
ADBE
+$1.15M
5
AAPL icon
Apple
AAPL
+$672K

Sector Composition

1 Technology 8.47%
2 Financials 3.23%
3 Healthcare 2.49%
4 Consumer Discretionary 1.96%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$63.3K 0.01%
526
302
$63.1K 0.01%
580
303
$56.8K 0.01%
268
-5
304
$56.8K 0.01%
1,242
+186
305
$56.6K 0.01%
858
-61
306
$55.5K 0.01%
196
+1
307
$50.8K 0.01%
412
+240
308
$50.2K 0.01%
209
309
$49K 0.01%
1,286
310
$47.4K 0.01%
2,176
311
$46.2K ﹤0.01%
164
+1
312
$44K ﹤0.01%
1,000
313
$43.5K ﹤0.01%
447
314
$43.4K ﹤0.01%
298
315
$42.8K ﹤0.01%
2,572
316
$42.4K ﹤0.01%
760
-400
317
$42K ﹤0.01%
44,399
318
$41.7K ﹤0.01%
537
-20
319
$41K ﹤0.01%
2,210
320
$40.8K ﹤0.01%
157
321
$40.8K ﹤0.01%
825
-15
322
$40.2K ﹤0.01%
485
323
$40K ﹤0.01%
850
324
$39.5K ﹤0.01%
402
325
$35.7K ﹤0.01%
213
11 12
13
14 15