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
$817M
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$19.3M
3
+$6.15M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.8M
5
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$3.44M

Top Sells

1
+$2.43M
2
+$972K
3
+$837K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$752K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$652K

Sector Composition

1 Technology 8.19%
2 Financials 3.59%
3 Healthcare 2.7%
4 Consumer Discretionary 1.86%
5 Industrials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13.5K ﹤0.01%
622
-862
377
$13.2K ﹤0.01%
100
378
$12.8K ﹤0.01%
304
379
$12.8K ﹤0.01%
135
+2
380
$12.2K ﹤0.01%
+479
381
$12.2K ﹤0.01%
341
382
$11.5K ﹤0.01%
214
-165
383
$11.1K ﹤0.01%
+368
384
$10.8K ﹤0.01%
100
385
$10.5K ﹤0.01%
95
+83
386
$10.2K ﹤0.01%
160
387
$10.1K ﹤0.01%
450
-312
388
$9.53K ﹤0.01%
192
389
$8.97K ﹤0.01%
200
390
$8.47K ﹤0.01%
268
391
$8.32K ﹤0.01%
293
392
$8.14K ﹤0.01%
180
393
$7.31K ﹤0.01%
262
-306
394
$6.74K ﹤0.01%
+33
395
$6.55K ﹤0.01%
+73
396
$6.25K ﹤0.01%
59
397
$5.76K ﹤0.01%
250
+25
398
$5.69K ﹤0.01%
78
-521
399
$5.63K ﹤0.01%
80
400
$5.39K ﹤0.01%
100
14 15
16
17 18