GWANC
Guardian Wealth Advisors (North Carolina) Portfolio holdings
AUM
$1.42B
This Quarter Return
+8.08%
1 Year Return
+12.48%
3 Year Return
+47.43%
5 Year Return
–
10 Year Return
–
AUM
$817M
AUM Growth
+$817M
(+24%)
Cap. Flow
+$111M
Cap. Flow
% of AUM
13.62%
Top 10 Holdings %
Top 10 Hldgs %
51.45%
Holding
482
New
42
Increased
159
Reduced
135
Closed
30
Top Buys
| 1 |
Aptus Enhanced Yield ETF
JUCY
|
$50.1M |
| 2 |
FT Vest Fund of Buffer ETFs
BUFR
|
$19.3M |
| 3 |
Aptus Defined Risk ETF
DRSK
|
$6.15M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$3.8M |
| 5 |
Aptus Collared Investment Opportunity ETF
ACIO
|
$3.44M |
Top Sells
Sector Composition
| 1 | Technology | 8.19% |
| 2 | Financials | 3.59% |
| 3 | Healthcare | 2.7% |
| 4 | Consumer Discretionary | 1.86% |
| 5 | Industrials | 1.61% |
