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
351
$7.72K ﹤0.01%
284
+5
352
$7.7K ﹤0.01%
38
353
$7.67K ﹤0.01%
42
354
$7.55K ﹤0.01%
154
355
$6.53K ﹤0.01%
70
356
$5.82K ﹤0.01%
38
357
$5.48K ﹤0.01%
290
358
$5.21K ﹤0.01%
+121
359
$5.19K ﹤0.01%
59
360
$5.06K ﹤0.01%
115
-60
361
$5K ﹤0.01%
100
362
$5K ﹤0.01%
80
363
$4.93K ﹤0.01%
253
+3
364
$4.9K ﹤0.01%
60
-6
365
$4.83K ﹤0.01%
+96
366
$4.6K ﹤0.01%
49
+38
367
$4.39K ﹤0.01%
136
368
$4.35K ﹤0.01%
60
-25
369
$3.91K ﹤0.01%
200
370
$3.89K ﹤0.01%
170
371
$3.86K ﹤0.01%
42
372
$3.63K ﹤0.01%
42
373
$3.45K ﹤0.01%
191
-50
374
$3.39K ﹤0.01%
31
375
$3.36K ﹤0.01%
78
13 14
15
16 17