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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
$658M
AUM Growth
+$69.9M
(+12%)
Holding
466
Top Buys
| 1 | +$22.8M | |
| 2 | +$5.46M | |
| 3 | +$4.62M | |
| 4 |
Aptus Collared Investment Opportunity ETF
ACIO
|
+$2.16M |
| 5 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$2.03M |
Top Sells
| 1 | +$9.63M | |
| 2 | +$4.52M | |
| 3 | +$2.55M | |
| 4 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
+$1.8M |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$1.53M |
Sector Composition
| 1 | Technology | 8.89% |
| 2 | Financials | 3.58% |
| 3 | Healthcare | 3.02% |
| 4 | Consumer Discretionary | 2.32% |
| 5 | Consumer Staples | 1.7% |