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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
$537M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$2.27M
3
+$920K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$840K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$663K

Top Sells

1
+$3.74M
2
+$1.37M
3
+$588K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$493K
5
SO icon
Southern Company
SO
+$286K

Sector Composition

1 Technology 6.03%
2 Healthcare 2.84%
3 Financials 2.75%
4 Consumer Discretionary 2.12%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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41
327
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32
328
$1K ﹤0.01%
9
-23
329
$1K ﹤0.01%
40
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330
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20
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331
$1K ﹤0.01%
20
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332
$1K ﹤0.01%
40
333
$1K ﹤0.01%
14
-1,425
334
$1K ﹤0.01%
34
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335
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12
336
$1K ﹤0.01%
11
337
$1K ﹤0.01%
23
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338
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24
339
$1K ﹤0.01%
20
340
$1K ﹤0.01%
28
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341
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342
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347
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348
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349
– –
-512
350
– –
-382
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15 16