GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.53B
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$820K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.33M
3
+$3.21M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.82M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.82M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.32M
4
OILK icon
ProShares K-1 Free Crude Oil Strategy ETF
OILK
+$1.1M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.01M

Sector Composition

1 Technology 6.72%
2 Financials 3.5%
3 Healthcare 2.01%
4 Consumer Discretionary 1.96%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$96.9K 0.01%
2,807
352
$95.8K 0.01%
1,747
353
$95.3K 0.01%
1,913
+1,356
354
$91.4K 0.01%
2,241
+26
355
$91.2K 0.01%
1,656
-13,559
356
$85.3K 0.01%
3,249
357
$85.1K 0.01%
2,361
358
$80.6K 0.01%
390
+308
359
$78.7K 0.01%
6,712
+1,302
360
$74.5K 0.01%
3,080
+80
361
$74.2K 0.01%
500
362
$73.7K 0.01%
+2,150
363
$72.9K 0.01%
893
+420
364
$71K 0.01%
640
365
$69.1K 0.01%
1,375
366
$66.2K 0.01%
44,399
367
$64.3K 0.01%
+1,577
368
$63.2K 0.01%
1,043
369
$60.4K ﹤0.01%
526
370
$59.8K ﹤0.01%
1,000
371
$57.9K ﹤0.01%
708
-123
372
$57.3K ﹤0.01%
2,485
373
$56.6K ﹤0.01%
704
374
$56.2K ﹤0.01%
2,693
+494
375
$55.6K ﹤0.01%
+1,756
13 14
15
16 17