GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.59B
1-Year Est. Return 15.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.5M
3
+$6.63M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$6.33M
5
HD icon
Home Depot
HD
+$4.15M

Top Sells

1
+$8.24M
2
+$6.41M
3
+$5.45M
4
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$2.23M
5
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$878K

Sector Composition

1 Technology 7.73%
2 Financials 3.56%
3 Consumer Discretionary 2.38%
4 Healthcare 1.59%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$47.2K ﹤0.01%
2,046
402
$47.1K ﹤0.01%
2,021
403
$47.1K ﹤0.01%
1,355
404
$47.1K ﹤0.01%
372
405
$46K ﹤0.01%
1,074
406
$45.8K ﹤0.01%
185
+21
407
$45.3K ﹤0.01%
755
+3
408
$44.4K ﹤0.01%
159
+1
409
$43.9K ﹤0.01%
718
-140
410
$40.7K ﹤0.01%
2,572
411
$40.7K ﹤0.01%
2,881
+260
412
$40.6K ﹤0.01%
825
413
$39.1K ﹤0.01%
482
-411
414
$38.5K ﹤0.01%
138
415
$38.4K ﹤0.01%
904
-46
416
$38.2K ﹤0.01%
142
417
$37.5K ﹤0.01%
425
418
$37.3K ﹤0.01%
419
-35
419
$36.9K ﹤0.01%
133
420
$36.9K ﹤0.01%
584
-1,072
421
$35.9K ﹤0.01%
126
+8
422
$35.7K ﹤0.01%
463
-40
423
$35.3K ﹤0.01%
872
+13
424
$35.2K ﹤0.01%
1,550
425
$34.4K ﹤0.01%
1,106
+289
15 16
17
18 19