GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.59B
1-Year Est. Return 15.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$520M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$3.7M
3
+$2.11M
4
DDEC icon
FT Vest US Equity Deep Buffer ETF December
DDEC
+$1.99M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.59M

Top Sells

1
+$22.4M
2
+$17.1M
3
+$16.5M
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$6.14M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.8M

Sector Composition

1 Technology 6.22%
2 Financials 3.32%
3 Healthcare 3.31%
4 Consumer Staples 2.26%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
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