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
$1.25B
AUM Growth
+$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$34M
3
+$28M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$19M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.5M

Top Sells

1
+$20.7M
2
+$5.25M
3
+$2.71M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.17M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$1.2M

Sector Composition

1 Technology 7.48%
2 Financials 3.08%
3 Consumer Discretionary 2.39%
4 Healthcare 1.86%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$25.8K ﹤0.01%
289
+216
402
$24K ﹤0.01%
147
+36
403
$23.8K ﹤0.01%
203
+19
404
$23.3K ﹤0.01%
+167
405
$23.1K ﹤0.01%
1,000
406
$21.9K ﹤0.01%
+924
407
$21.1K ﹤0.01%
817
408
$20.7K ﹤0.01%
+597
409
$20.6K ﹤0.01%
478
410
$20.6K ﹤0.01%
600
411
$20.3K ﹤0.01%
250
412
$20.1K ﹤0.01%
+97
413
$19.9K ﹤0.01%
663
414
$19.1K ﹤0.01%
82
+39
415
$18.9K ﹤0.01%
100
+30
416
$18.8K ﹤0.01%
1,029
-366
417
$18.5K ﹤0.01%
400
418
$18.3K ﹤0.01%
283
-46
419
$18.2K ﹤0.01%
475
420
$17.7K ﹤0.01%
1,559
+471
421
$17.6K ﹤0.01%
63
-13
422
$16.9K ﹤0.01%
+290
423
$16.7K ﹤0.01%
103
-110
424
$16.7K ﹤0.01%
559
425
$16.6K ﹤0.01%
100
15 16
17
18 19