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
$1.25B
AUM Growth
+$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.48%
2 Financials 3.08%
3 Consumer Discretionary 2.39%
4 Healthcare 1.86%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$67.4K 0.01%
772
+370
352
$66.8K 0.01%
+1,043
353
$66.4K 0.01%
1,375
354
$65.1K 0.01%
1,000
355
$64K 0.01%
526
356
$62.8K 0.01%
+831
357
$62K ﹤0.01%
+5,410
358
$61.9K ﹤0.01%
704
+408
359
$56.5K ﹤0.01%
+2,485
360
$56.4K ﹤0.01%
196
361
$53.7K ﹤0.01%
2,713
-1,546
362
$51.9K ﹤0.01%
209
363
$51.7K ﹤0.01%
858
364
$49.7K ﹤0.01%
44,399
365
$49.2K ﹤0.01%
372
+74
366
$44.3K ﹤0.01%
1,355
+526
367
$44.2K ﹤0.01%
2,199
+23
368
$43K ﹤0.01%
+750
369
$42.9K ﹤0.01%
760
370
$42.7K ﹤0.01%
537
371
$42.6K ﹤0.01%
329
+79
372
$41.8K ﹤0.01%
+1,253
373
$41.6K ﹤0.01%
164
374
$41.5K ﹤0.01%
2,572
375
$40.2K ﹤0.01%
924
-318