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
$658M
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$5.93M
3
+$4.61M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$2.27M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.04M

Top Sells

1
+$10.2M
2
+$4.73M
3
+$2.73M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.8M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.47M

Sector Composition

1 Technology 8.89%
2 Financials 3.58%
3 Healthcare 3.02%
4 Consumer Discretionary 2.32%
5 Consumer Staples 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3.65K ﹤0.01%
45
402
$3.57K ﹤0.01%
+145
403
$3.43K ﹤0.01%
30
404
$3.31K ﹤0.01%
142
405
$3.12K ﹤0.01%
95
-180
406
$3.05K ﹤0.01%
29
407
$3.01K ﹤0.01%
45
-4
408
$2.95K ﹤0.01%
29
409
$2.95K ﹤0.01%
23
410
$2.54K ﹤0.01%
25
411
$2.54K ﹤0.01%
55
-60
412
$2.43K ﹤0.01%
24
-108
413
$2.1K ﹤0.01%
50
414
$1.76K ﹤0.01%
90
-50
415
$1.63K ﹤0.01%
30
-30
416
$1.5K ﹤0.01%
+13
417
$1.41K ﹤0.01%
35
418
$1.39K ﹤0.01%
32
419
$1.27K ﹤0.01%
14
420
$1.24K ﹤0.01%
54
421
$1.24K ﹤0.01%
12
422
$1.18K ﹤0.01%
8
423
$1.02K ﹤0.01%
30
424
$1.01K ﹤0.01%
40
425
$979 ﹤0.01%
32
15 16
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18 19