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
$584M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$8.4M
3
+$1.68M
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$1.5M
5
FTXG icon
First Trust Nasdaq Food & Beverage ETF
FTXG
+$1.21M

Top Sells

1
+$27.2M
2
+$7.6M
3
+$2.99M
4
DOG icon
ProShares Short Dow30
DOG
+$1.82M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.65M

Sector Composition

1 Technology 9.12%
2 Financials 3.48%
3 Healthcare 3.08%
4 Consumer Discretionary 2.27%
5 Consumer Staples 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.28K ﹤0.01%
142
-10
377
$3.18K ﹤0.01%
30
378
$3.12K ﹤0.01%
60
-30
379
$2.84K ﹤0.01%
29
380
$2.75K ﹤0.01%
29
+28
381
$2.69K ﹤0.01%
128
382
$2.65K ﹤0.01%
23
383
$2.59K ﹤0.01%
+49
384
$2.55K ﹤0.01%
120
385
$2.14K ﹤0.01%
25
-95
386
$2.09K ﹤0.01%
50
387
$2.02K ﹤0.01%
14
388
$1.9K ﹤0.01%
22
389
$1.84K ﹤0.01%
36
390
$1.81K ﹤0.01%
36
391
$1.76K ﹤0.01%
45
392
$1.65K ﹤0.01%
500
393
$1.3K ﹤0.01%
12
394
$1.23K ﹤0.01%
+52
395
$1.21K ﹤0.01%
32
+2
396
$1.21K ﹤0.01%
32
397
$1.2K ﹤0.01%
14
398
$1.08K ﹤0.01%
8
399
$982 ﹤0.01%
32
-2
400
$979 ﹤0.01%
30
14 15
16
17 18