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
$584M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$8.4M
3
+$1.68M
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$1.5M
5
FTXG icon
First Trust Nasdaq Food & Beverage ETF
FTXG
+$1.21M

Top Sells

1
+$27.2M
2
+$7.6M
3
+$2.99M
4
DOG icon
ProShares Short Dow30
DOG
+$1.82M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.65M

Sector Composition

1 Technology 9.12%
2 Financials 3.48%
3 Healthcare 3.08%
4 Consumer Discretionary 2.27%
5 Consumer Staples 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$17.1K ﹤0.01%
559
327
$15.7K ﹤0.01%
129
-35
328
$15.5K ﹤0.01%
112
+15
329
$14.4K ﹤0.01%
+371
330
$13.2K ﹤0.01%
123
331
$13.2K ﹤0.01%
616
332
$12.9K ﹤0.01%
311
+1
333
$12.6K ﹤0.01%
481
334
$12.5K ﹤0.01%
3
335
$12.4K ﹤0.01%
132
336
$12.2K ﹤0.01%
482
337
$11.8K ﹤0.01%
500
-1,500
338
$11.7K ﹤0.01%
100
339
$11.5K ﹤0.01%
341
340
$11.1K ﹤0.01%
133
341
$10.8K ﹤0.01%
261
342
$9.83K ﹤0.01%
470
-167
343
$8.95K ﹤0.01%
100
344
$8.75K ﹤0.01%
200
345
$8.66K ﹤0.01%
+369
346
$8.64K ﹤0.01%
450
347
$8.37K ﹤0.01%
171
348
$8.15K ﹤0.01%
192
349
$8.13K ﹤0.01%
+360
350
$8.07K ﹤0.01%
268
12 13
14
15 16