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GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.57B
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$13.9M
3
+$11.2M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$10.3M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$4.84M

Top Sells

1
+$37.9M
2
+$13.8M
3
+$9.28M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$4.53M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.58M

Sector Composition

1 Technology 8.42%
2 Financials 3.75%
3 Consumer Discretionary 2.56%
4 Communication Services 1.52%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$143K 0.01%
12,741
+1,045
352
$140K 0.01%
+11,332
353
$137K 0.01%
10,500
+500
354
$94.1K 0.01%
10,397
+9
355
$32.2K ﹤0.01%
10,328
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