GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.53B
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$820K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.33M
3
+$3.21M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.82M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.82M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.32M
4
OILK icon
ProShares K-1 Free Crude Oil Strategy ETF
OILK
+$1.1M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.01M

Sector Composition

1 Technology 6.72%
2 Financials 3.5%
3 Healthcare 2.01%
4 Consumer Discretionary 1.96%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$54.6K ﹤0.01%
2,713
377
$52.8K ﹤0.01%
858
378
$52.6K ﹤0.01%
+2,000
379
$52.3K ﹤0.01%
2,217
+1,293
380
$47.6K ﹤0.01%
372
381
$47.2K ﹤0.01%
2,046
+453
382
$46.9K ﹤0.01%
2,021
+450
383
$44.5K ﹤0.01%
831
+71
384
$44.3K ﹤0.01%
475
+63
385
$43.9K ﹤0.01%
1,355
386
$43.8K ﹤0.01%
1,253
387
$43.5K ﹤0.01%
164
388
$42.5K ﹤0.01%
752
+2
389
$42.3K ﹤0.01%
1,074
390
$42.1K ﹤0.01%
2,572
391
$41.8K ﹤0.01%
208
-1
392
$41.4K ﹤0.01%
850
393
$41.1K ﹤0.01%
454
+35
394
$40.9K ﹤0.01%
1,126
+529
395
$40.6K ﹤0.01%
825
396
$40.1K ﹤0.01%
924
397
$39.2K ﹤0.01%
158
398
$38.7K ﹤0.01%
425
-347
399
$37.4K ﹤0.01%
+2,621
400
$37.1K ﹤0.01%
384
+333
14 15
16
17 18