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GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.57B
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$13.9M
3
+$11.2M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$10.3M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$4.84M

Top Sells

1
+$37.9M
2
+$13.8M
3
+$9.28M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$4.53M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.58M

Sector Composition

1 Technology 8.42%
2 Financials 3.75%
3 Consumer Discretionary 2.56%
4 Communication Services 1.52%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$226K 0.01%
2,263
-516
327
$225K 0.01%
1,548
+104
328
$225K 0.01%
377
-22
329
$224K 0.01%
4,512
-698
330
$224K 0.01%
681
-2
331
$224K 0.01%
1,030
+9
332
$221K 0.01%
455
+41
333
$221K 0.01%
1,117
+16
334
$216K 0.01%
4,368
-763
335
$215K 0.01%
+4,707
336
$213K 0.01%
+1,500
337
$211K 0.01%
2,539
+22
338
$209K 0.01%
+340
339
$209K 0.01%
863
+291
340
$207K 0.01%
2,121
+10
341
$207K 0.01%
+2,740
342
$206K 0.01%
+2,545
343
$206K 0.01%
4,525
-756
344
$204K 0.01%
+4,527
345
$203K 0.01%
1,960
+86
346
$202K 0.01%
+2,328
347
$201K 0.01%
+820
348
$200K 0.01%
+1,780
349
$158K 0.01%
16,101
350
$146K 0.01%
44,399
12 13
14
15 16