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
426
$22.6K ﹤0.01%
+205
427
$21.3K ﹤0.01%
600
428
$21.2K ﹤0.01%
167
429
$19.8K ﹤0.01%
478
430
$19.6K ﹤0.01%
1,029
431
$19.5K ﹤0.01%
663
432
$18.6K ﹤0.01%
250
433
$18.3K ﹤0.01%
400
434
$18.2K ﹤0.01%
559
435
$18.1K ﹤0.01%
+492
436
$17.8K ﹤0.01%
1,559
437
$17.6K ﹤0.01%
475
438
$17K ﹤0.01%
290
439
$16.5K ﹤0.01%
103
440
$16.4K ﹤0.01%
283
441
$16.2K ﹤0.01%
95
-52
442
$16.1K ﹤0.01%
100
443
$15.7K ﹤0.01%
200
-192
444
$15.3K ﹤0.01%
100
445
$14.9K ﹤0.01%
616
446
$14K ﹤0.01%
481
447
$13.4K ﹤0.01%
71
-29
448
$13.3K ﹤0.01%
289
449
$12.9K ﹤0.01%
122
-130
450
$12.8K ﹤0.01%
572
+560
16 17
18
19 20