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
401
$35.6K ﹤0.01%
176
+79
402
$35.2K ﹤0.01%
11,119
+466
403
$34.8K ﹤0.01%
503
-34
404
$34.7K ﹤0.01%
1,550
+1,109
405
$34.4K ﹤0.01%
174
+156
406
$33.5K ﹤0.01%
133
+70
407
$31.5K ﹤0.01%
142
408
$31.5K ﹤0.01%
250
-79
409
$31.3K ﹤0.01%
859
410
$31.1K ﹤0.01%
1,551
+3
411
$31.1K ﹤0.01%
475
412
$31K ﹤0.01%
342
+53
413
$30.4K ﹤0.01%
316
414
$30.2K ﹤0.01%
1,104
+748
415
$30.2K ﹤0.01%
118
-78
416
$29.6K ﹤0.01%
950
417
$29.2K ﹤0.01%
138
418
$27.8K ﹤0.01%
1,044
419
$26.9K ﹤0.01%
2,930
-5,950
420
$26.9K ﹤0.01%
2,400
421
$26.8K ﹤0.01%
326
422
$26.2K ﹤0.01%
452
423
$25K ﹤0.01%
215
+12
424
$23.4K ﹤0.01%
281
-41
425
$22.7K ﹤0.01%
817
15 16
17
18 19