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GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.57B
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$13.9M
3
+$11.2M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$10.3M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$4.84M

Top Sells

1
+$37.9M
2
+$13.8M
3
+$9.28M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$4.53M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.58M

Sector Composition

1 Technology 8.42%
2 Financials 3.75%
3 Consumer Discretionary 2.56%
4 Communication Services 1.52%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$270K 0.02%
3,440
+249
302
$265K 0.02%
4,353
+265
303
$264K 0.02%
2,220
-176
304
$262K 0.02%
10,176
+72
305
$261K 0.02%
2,921
+2,496
306
$258K 0.02%
1,233
-141
307
$254K 0.02%
4,005
+12
308
$252K 0.02%
413
-1
309
$249K 0.02%
7,804
310
$248K 0.02%
2,969
311
$245K 0.02%
+2,365
312
$245K 0.02%
+11,735
313
$242K 0.02%
529
+37
314
$241K 0.02%
429
-8
315
$241K 0.02%
+1,184
316
$239K 0.02%
+2,372
317
$238K 0.02%
1,395
+34
318
$237K 0.02%
482
319
$235K 0.02%
+2,867
320
$234K 0.02%
6,550
-750
321
$233K 0.02%
1,747
+21
322
$233K 0.02%
19,080
323
$233K 0.02%
19,448
+3,492
324
$229K 0.02%
3,016
325
$228K 0.01%
1,152
-492
11 12
13
14 15