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
$658M
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$5.93M
3
+$4.61M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$2.27M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.04M

Top Sells

1
+$10.2M
2
+$4.73M
3
+$2.73M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.8M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.47M

Sector Composition

1 Technology 8.89%
2 Financials 3.58%
3 Healthcare 3.02%
4 Consumer Discretionary 2.32%
5 Consumer Staples 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$38.2K 0.01%
+2,070
327
$38.1K 0.01%
455
+1
328
$37.8K 0.01%
619
329
$37.5K 0.01%
1,968
-1,425
330
$36K 0.01%
1,756
+21
331
$33.2K 0.01%
+638
332
$33K 0.01%
733
333
$32.8K 0.01%
+1,484
334
$31.1K ﹤0.01%
139
335
$30.9K ﹤0.01%
425
-60
336
$30.4K ﹤0.01%
475
337
$30K ﹤0.01%
962
338
$29.4K ﹤0.01%
10,500
339
$27.5K ﹤0.01%
2,400
340
$27.3K ﹤0.01%
679
-84
341
$25K ﹤0.01%
903
-40
342
$24K ﹤0.01%
+832
343
$23.6K ﹤0.01%
326
344
$23.4K ﹤0.01%
+200
345
$23.2K ﹤0.01%
1,000
346
$22.7K ﹤0.01%
322
347
$22.7K ﹤0.01%
199
-185
348
$21.9K ﹤0.01%
+126
349
$21.9K ﹤0.01%
+276
350
$21.6K ﹤0.01%
173
-233
12 13
14
15 16