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
$520M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$3.68M
3
+$2.11M
4
DDEC icon
FT Vest US Equity Deep Buffer ETF December
DDEC
+$2M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.6M

Top Sells

1
+$22.4M
2
+$16.7M
3
+$16.7M
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$6.23M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.83M

Sector Composition

1 Technology 6.22%
2 Financials 3.32%
3 Healthcare 3.31%
4 Consumer Staples 2.26%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7.26K ﹤0.01%
175
327
$7.1K ﹤0.01%
3
328
$6.49K ﹤0.01%
70
+61
329
$6.39K ﹤0.01%
279
+20
330
$5.86K ﹤0.01%
38
-2
331
$5.79K ﹤0.01%
27
332
$5.14K ﹤0.01%
100
333
$4.65K ﹤0.01%
59
334
$4.43K ﹤0.01%
90
335
$4.27K ﹤0.01%
80
336
$4.03K ﹤0.01%
241
337
$3.95K ﹤0.01%
136
338
$3.94K ﹤0.01%
60
339
$3.86K ﹤0.01%
200
340
$3.48K ﹤0.01%
20
-90
341
$3.47K ﹤0.01%
152
342
$3.33K ﹤0.01%
78
343
$3.25K ﹤0.01%
+30
344
$3.14K ﹤0.01%
120
-12
345
$2.99K ﹤0.01%
+500
346
$2.89K ﹤0.01%
30
347
$2.47K ﹤0.01%
128
348
$2.46K ﹤0.01%
29
349
$2.11K ﹤0.01%
23
350
$2.04K ﹤0.01%
+14
12 13
14
15 16