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
$924M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.99M
3
+$4.82M
4
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$2.51M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.01M

Top Sells

1
+$3.15M
2
+$1.29M
3
+$1.17M
4
ADBE icon
Adobe
ADBE
+$1.15M
5
AAPL icon
Apple
AAPL
+$672K

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
401
$5.91K ﹤0.01%
78
402
$5.9K ﹤0.01%
100
403
$5.76K ﹤0.01%
47
404
$5.51K ﹤0.01%
80
405
$5.45K ﹤0.01%
92
406
$5.36K ﹤0.01%
59
+2
407
$5.27K ﹤0.01%
59
408
$5.17K ﹤0.01%
66
409
$5.03K ﹤0.01%
23
410
$4.88K ﹤0.01%
45
+44
411
$4.06K ﹤0.01%
290
412
$4.06K ﹤0.01%
+123
413
$4.01K ﹤0.01%
30
414
$3.84K ﹤0.01%
28
415
$3.79K ﹤0.01%
145
416
$3.64K ﹤0.01%
29
417
$3.27K ﹤0.01%
35
418
$3.19K ﹤0.01%
23
419
$3.17K ﹤0.01%
71
+2
420
$3K ﹤0.01%
20
421
$2.97K ﹤0.01%
55
422
$2.62K ﹤0.01%
24
423
$2.54K ﹤0.01%
66
424
$2.08K ﹤0.01%
+45
425
$1.89K ﹤0.01%
90
15 16
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18 19