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
$658M
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$5.93M
3
+$4.61M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$2.27M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.04M

Top Sells

1
+$10.2M
2
+$4.73M
3
+$2.73M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.8M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.47M

Sector Composition

1 Technology 8.89%
2 Financials 3.58%
3 Healthcare 3.02%
4 Consumer Discretionary 2.32%
5 Consumer Staples 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12.7K ﹤0.01%
100
377
$11.9K ﹤0.01%
341
378
$11.9K ﹤0.01%
133
379
$11.4K ﹤0.01%
551
+351
380
$10K ﹤0.01%
369
381
$9.9K ﹤0.01%
100
382
$9.67K ﹤0.01%
+160
383
$9.11K ﹤0.01%
192
384
$8.94K ﹤0.01%
200
385
$8.5K ﹤0.01%
293
+9
386
$8.31K ﹤0.01%
268
387
$8.2K ﹤0.01%
180
388
$8.12K ﹤0.01%
360
389
$8.09K ﹤0.01%
43
+1
390
$6.69K ﹤0.01%
+225
391
$5.61K ﹤0.01%
59
392
$5.51K ﹤0.01%
+25
393
$5.43K ﹤0.01%
+10,000
394
$5.25K ﹤0.01%
261
+4
395
$5.25K ﹤0.01%
80
396
$5.13K ﹤0.01%
100
397
$4.63K ﹤0.01%
290
398
$4.59K ﹤0.01%
136
399
$4.36K ﹤0.01%
20
400
$3.67K ﹤0.01%
87
14 15
16
17 18