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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
1 Year Est. Return
+15.17%
AUM
$520M
AUM Growth
-$16.4M
(-3.1%)
Holding
399
Top Buys
| 1 | +$14.7M | |
| 2 | +$3.7M | |
| 3 | +$2.11M | |
| 4 |
FT Vest US Equity Deep Buffer ETF December
DDEC
|
+$1.99M |
| 5 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$1.59M |
Top Sells
| 1 | +$22.4M | |
| 2 | +$17.1M | |
| 3 | +$16.5M | |
| 4 |
Horizon Kinetics Inflation Beneficiaries ETF
INFL
|
+$6.14M |
| 5 |
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% |