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GWANC
Guardian Wealth Advisors (North Carolina) Portfolio holdings
AUM
$1.57B
1-Year Est. Return
15.17%
This Fund
S&P 500
1 Year Est. Return
+15.17%
AUM
$588M
AUM Growth
+$4.24M
(+0.73%)
Holding
445
Top Buys
| 1 | +$22.3M | |
| 2 | +$18.1M | |
| 3 | +$15.5M | |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$14.8M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$7.4M |
Top Sells
| 1 | +$21.4M | |
| 2 | +$15.8M | |
| 3 | +$12.3M | |
| 4 |
Horizon Kinetics Inflation Beneficiaries ETF
INFL
|
+$8.81M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$8.49M |
Sector Composition
| 1 | Technology | 8.65% |
| 2 | Financials | 3.59% |
| 3 | Healthcare | 3.24% |
| 4 | Consumer Discretionary | 2.37% |
| 5 | Consumer Staples | 1.95% |