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
$855M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$6.91M
3
+$3.59M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$3.25M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$3.1M

Top Sells

1
+$12.6M
2
+$2.05M
3
+$1.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$633K
5
RY icon
Royal Bank of Canada
RY
+$542K

Sector Composition

1 Technology 9.15%
2 Financials 3.1%
3 Healthcare 2.54%
4 Consumer Discretionary 1.83%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8.19K ﹤0.01%
36
-231
377
$7.62K ﹤0.01%
180
378
$7.43K ﹤0.01%
300
+7
379
$6.66K ﹤0.01%
59
+31
380
$6.53K ﹤0.01%
+111
381
$6.46K ﹤0.01%
73
382
$6.42K ﹤0.01%
59
383
$6.1K ﹤0.01%
114
-100
384
$6K ﹤0.01%
47
-588
385
$5.31K ﹤0.01%
78
386
$5.28K ﹤0.01%
100
387
$5.23K ﹤0.01%
80
388
$5.16K ﹤0.01%
92
389
$5.13K ﹤0.01%
28
-190
390
$5.04K ﹤0.01%
250
391
$4.94K ﹤0.01%
66
392
$4.9K ﹤0.01%
57
-326
393
$4.84K ﹤0.01%
59
+14
394
$4.82K ﹤0.01%
+167
395
$4.67K ﹤0.01%
23
-10
396
$4.23K ﹤0.01%
+105
397
$3.92K ﹤0.01%
290
398
$3.58K ﹤0.01%
30
399
$3.5K ﹤0.01%
35
400
$3.44K ﹤0.01%
29
14 15
16
17 18