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
$924M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.99M
3
+$4.82M
4
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$2.51M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.01M

Top Sells

1
+$3.15M
2
+$1.29M
3
+$1.17M
4
ADBE icon
Adobe
ADBE
+$1.15M
5
AAPL icon
Apple
AAPL
+$672K

Sector Composition

1 Technology 8.47%
2 Financials 3.23%
3 Healthcare 2.49%
4 Consumer Discretionary 1.96%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$35.5K ﹤0.01%
405
+4
327
$33.9K ﹤0.01%
138
328
$33.1K ﹤0.01%
250
329
$32K ﹤0.01%
962
330
$31.7K ﹤0.01%
475
331
$31.5K ﹤0.01%
641
+178
332
$31.4K ﹤0.01%
950
+450
333
$31.3K ﹤0.01%
316
334
$29.9K ﹤0.01%
+1,588
335
$29.6K ﹤0.01%
2,400
336
$28K ﹤0.01%
+829
337
$28K ﹤0.01%
1,044
338
$27.7K ﹤0.01%
326
339
$27.6K ﹤0.01%
1,395
340
$27.2K ﹤0.01%
500
341
$26.7K ﹤0.01%
589
+2
342
$25.6K ﹤0.01%
1,243
-47
343
$25.4K ﹤0.01%
276
344
$24.8K ﹤0.01%
126
345
$24.6K ﹤0.01%
296
346
$23.5K ﹤0.01%
1,000
347
$23K ﹤0.01%
817
348
$22.6K ﹤0.01%
210
349
$22K ﹤0.01%
184
+125
350
$21.7K ﹤0.01%
600
12 13
14
15 16