GWANC
Guardian Wealth Advisors (North Carolina) Portfolio holdings
AUM
$1.42B
1-Year Return
12.48%
This Quarter Return
-2.02%
1 Year Return
+12.48%
3 Year Return
+47.43%
5 Year Return
–
10 Year Return
–
AUM
$1.25B
AUM Growth
-$820K
(-0.07%)
Cap. Flow
+$31.7M
Cap. Flow
% of AUM
2.54%
Top 10 Holdings %
Top 10 Hldgs %
47.32%
Holding
554
New
36
Increased
242
Reduced
116
Closed
23
Top Buys
| 1 |
Aptus Defined Risk ETF
DRSK
|
+$4.33M |
| 2 |
Aptus Collared Investment Opportunity ETF
ACIO
|
+$3.33M |
| 3 |
Aptus Enhanced Yield ETF
JUCY
|
+$3.21M |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$1.82M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$1.82M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.76M |
| 2 |
ProShares Short Bitcoin Strategy ETF
BITI
|
+$1.63M |
| 3 |
Alerian MLP ETF
AMLP
|
+$1.32M |
| 4 |
ProShares K-1 Free Crude Oil Strategy ETF
OILK
|
+$1.1M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$1.01M |
Sector Composition
| 1 | Technology | 6.72% |
| 2 | Financials | 3.5% |
| 3 | Healthcare | 2.01% |
| 4 | Consumer Discretionary | 1.96% |
| 5 | Industrials | 1.5% |
