GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.59B
1-Year Est. Return 15.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$924M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$4.84M
3
+$4.73M
4
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$2.52M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.97M

Top Sells

1
+$3.16M
2
+$1.3M
3
+$1.21M
4
SILA
Sila Realty Trust
SILA
+$1.17M
5
AAPL icon
Apple
AAPL
+$644K

Sector Composition

1 Technology 8.47%
2 Financials 3.23%
3 Healthcare 2.49%
4 Consumer Discretionary 1.96%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11.4K ﹤0.01%
334
377
$11.3K ﹤0.01%
368
378
$10.7K ﹤0.01%
268
379
$10.5K ﹤0.01%
38
380
$10.2K ﹤0.01%
+209
381
$10.1K ﹤0.01%
488
-45
382
$10K ﹤0.01%
+441
383
$9.99K ﹤0.01%
+432
384
$9.97K ﹤0.01%
+450
385
$9.97K ﹤0.01%
+425
386
$9.89K ﹤0.01%
192
387
$9.77K ﹤0.01%
86
+14
388
$9.72K ﹤0.01%
240
389
$9.38K ﹤0.01%
+341
390
$9.23K ﹤0.01%
+276
391
$7.75K ﹤0.01%
267
-129
392
$7.3K ﹤0.01%
+162
393
$7.16K ﹤0.01%
200
-200
394
$6.83K ﹤0.01%
73
395
$6.76K ﹤0.01%
111
396
$6.7K ﹤0.01%
59
397
$6.68K ﹤0.01%
114
398
$6.07K ﹤0.01%
+86
399
$6.04K ﹤0.01%
60
+4
400
$6.01K ﹤0.01%
300
+50
14 15
16
17 18