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
$924M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.99M
3
+$4.82M
4
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$2.51M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.01M

Top Sells

1
+$3.15M
2
+$1.29M
3
+$1.17M
4
ADBE icon
Adobe
ADBE
+$1.15M
5
AAPL icon
Apple
AAPL
+$672K

Sector Composition

1 Technology 8.47%
2 Financials 3.23%
3 Healthcare 2.49%
4 Consumer Discretionary 1.96%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21.3K ﹤0.01%
663
352
$20.8K ﹤0.01%
478
353
$20.8K ﹤0.01%
329
354
$20.6K ﹤0.01%
+575
355
$20.3K ﹤0.01%
76
356
$19.3K ﹤0.01%
111
357
$19.1K ﹤0.01%
559
358
$18.4K ﹤0.01%
400
-878
359
$18K ﹤0.01%
+475
360
$17.4K ﹤0.01%
177
-249
361
$16K ﹤0.01%
1,088
362
$15.7K ﹤0.01%
100
363
$15.6K ﹤0.01%
110
364
$15.6K ﹤0.01%
250
365
$15K ﹤0.01%
616
366
$15K ﹤0.01%
100
367
$14.9K ﹤0.01%
+334
368
$14.8K ﹤0.01%
329
+25
369
$14.8K ﹤0.01%
70
370
$14.6K ﹤0.01%
481
371
$14.5K ﹤0.01%
+318
372
$14.3K ﹤0.01%
633
+6
373
$11.7K ﹤0.01%
403
374
$11.5K ﹤0.01%
100
375
$11.4K ﹤0.01%
523
+457
13 14
15
16 17