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
351
$20.3K ﹤0.01%
210
352
$20.3K ﹤0.01%
+148
353
$19.8K ﹤0.01%
663
354
$18.6K ﹤0.01%
379
-68
355
$18.3K ﹤0.01%
600
356
$18K ﹤0.01%
349
357
$17.8K ﹤0.01%
86
358
$17.8K ﹤0.01%
559
359
$17.5K ﹤0.01%
129
360
$17.1K ﹤0.01%
521
-125
361
$16.9K ﹤0.01%
1,088
362
$16.5K ﹤0.01%
+568
363
$15.7K ﹤0.01%
762
+312
364
$14.4K ﹤0.01%
304
+150
365
$14.2K ﹤0.01%
+497
366
– –
0
367
$13.9K ﹤0.01%
+119
368
$13.7K ﹤0.01%
312
+1
369
$13.7K ﹤0.01%
616
370
$13.6K ﹤0.01%
250
371
$13.5K ﹤0.01%
+225
372
$13.3K ﹤0.01%
482
373
$13.1K ﹤0.01%
+280
374
$13K ﹤0.01%
481
375
$13K ﹤0.01%
470
13 14
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