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

Top Buys

1
+$42.7M
2
+$34M
3
+$28M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$19M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.5M

Top Sells

1
+$20.7M
2
+$5.25M
3
+$2.71M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.17M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$1.2M

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
451
$7.07K ﹤0.01%
270
+3
452
$7.05K ﹤0.01%
261
-142
453
$6.83K ﹤0.01%
59
454
$6.62K ﹤0.01%
111
455
$6.58K ﹤0.01%
+81
456
$6.49K ﹤0.01%
189
+123
457
$6.23K ﹤0.01%
154
-175
458
$6.07K ﹤0.01%
104
+12
459
$5.65K ﹤0.01%
86
460
$5.65K ﹤0.01%
+100
461
$5.65K ﹤0.01%
100
462
$5.41K ﹤0.01%
80
463
$5.19K ﹤0.01%
+64
464
$4.97K ﹤0.01%
51
-8
465
$4.93K ﹤0.01%
66
466
$4.92K ﹤0.01%
23
467
$4.55K ﹤0.01%
+106
468
$4.35K ﹤0.01%
57
-63
469
$4.13K ﹤0.01%
+121
470
$4.08K ﹤0.01%
18
-12
471
$4.01K ﹤0.01%
30
472
$3.7K ﹤0.01%
35
+11
473
$3.67K ﹤0.01%
+78
474
$3.56K ﹤0.01%
+138
475
$3.48K ﹤0.01%
26
-2
17 18
19
20 21