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

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
426
$14.9K ﹤0.01%
481
427
$14.5K ﹤0.01%
100
428
$13.8K ﹤0.01%
641
+8
429
$13.7K ﹤0.01%
616
430
$12.6K ﹤0.01%
+289
431
$12.2K ﹤0.01%
387
-575
432
$11.6K ﹤0.01%
+471
433
$11.5K ﹤0.01%
276
+252
434
$11.5K ﹤0.01%
100
435
$11.4K ﹤0.01%
+460
436
$11.3K ﹤0.01%
368
437
$11.3K ﹤0.01%
334
438
$11.2K ﹤0.01%
523
439
$10.7K ﹤0.01%
+369
440
$10.6K ﹤0.01%
+356
441
$10K ﹤0.01%
436
+382
442
$9.88K ﹤0.01%
441
443
$9.84K ﹤0.01%
192
444
$9.76K ﹤0.01%
450
445
$9.62K ﹤0.01%
276
446
$9.57K ﹤0.01%
104
-73
447
$9.09K ﹤0.01%
268
448
$9.02K ﹤0.01%
341
449
$8.34K ﹤0.01%
+188
450
$7.31K ﹤0.01%
200