GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.53B
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$820K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.33M
3
+$3.21M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.82M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.82M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.32M
4
OILK icon
ProShares K-1 Free Crude Oil Strategy ETF
OILK
+$1.1M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.01M

Sector Composition

1 Technology 6.72%
2 Financials 3.5%
3 Healthcare 2.01%
4 Consumer Discretionary 1.96%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$213K 0.02%
8,972
-1,539
302
$212K 0.02%
4,860
+48
303
$210K 0.02%
4,304
-2,297
304
$209K 0.02%
+1,355
305
$208K 0.02%
4,373
-155
306
$208K 0.02%
+1,679
307
$208K 0.02%
9,643
+15
308
$208K 0.02%
2,966
309
$207K 0.02%
+1,727
310
$207K 0.02%
5,455
-58
311
$206K 0.02%
+4,474
312
$205K 0.02%
8,849
-206
313
$204K 0.02%
+2,434
314
$202K 0.02%
254
-9
315
$198K 0.02%
+20,719
316
$193K 0.02%
7,713
+3,061
317
$190K 0.02%
3,016
318
$176K 0.01%
1,298
+5
319
$176K 0.01%
1,442
-1,223
320
$176K 0.01%
2,201
321
$173K 0.01%
+17,210
322
$169K 0.01%
2,098
+32
323
$166K 0.01%
7,000
324
$165K 0.01%
607
+328
325
$159K 0.01%
+4,475
11 12
13
14 15