GWANC
Guardian Wealth Advisors (North Carolina) Portfolio holdings
AUM
$1.42B
1-Year Return
12.48%
This Quarter Return
-3.01%
1 Year Return
+12.48%
3 Year Return
+47.43%
5 Year Return
–
10 Year Return
–
AUM
$588M
AUM Growth
+$4.24M
(+0.73%)
Cap. Flow
+$22.3M
Cap. Flow
% of AUM
3.8%
Top 10 Holdings %
Top 10 Hldgs %
51.67%
Holding
445
New
29
Increased
132
Reduced
125
Closed
23
Top Buys
Top Sells
| 1 |
Aptus Defined Risk ETF
DRSK
|
$20.3M |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
$15.5M |
| 3 |
First Trust Capital Strength ETF
FTCS
|
$12M |
| 4 |
Horizon Kinetics Inflation Beneficiaries ETF
INFL
|
$8.56M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$8.5M |
Sector Composition
| 1 | Technology | 8.65% |
| 2 | Financials | 3.59% |
| 3 | Healthcare | 3.24% |
| 4 | Consumer Discretionary | 2.37% |
| 5 | Consumer Staples | 1.95% |
