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
426
$1.8K ﹤0.01%
30
427
$1.64K ﹤0.01%
32
428
$1.43K ﹤0.01%
8
429
$1.39K ﹤0.01%
12
430
$1.27K ﹤0.01%
54
431
$1.16K ﹤0.01%
40
432
$1.1K ﹤0.01%
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433
$1.06K ﹤0.01%
+38
434
$987 ﹤0.01%
32
435
$760 ﹤0.01%
32
436
$755 ﹤0.01%
10
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$702 ﹤0.01%
3
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$689 ﹤0.01%
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$552 ﹤0.01%
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$487 ﹤0.01%
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4
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$344 ﹤0.01%
2
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$293 ﹤0.01%
3
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$219 ﹤0.01%
5
-175
446
$213 ﹤0.01%
2
447
$206 ﹤0.01%
+8
448
– –
-1
449
$69 ﹤0.01%
1
-4
450
$49 ﹤0.01%
1
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