GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.59B
1-Year Est. Return 15.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.14%
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
+$4.41M
2
+$3.46M
3
+$3.21M
4
NVDA icon
NVIDIA
NVDA
+$1.94M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.88M

Top Sells

1
+$1.75M
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
+$1M

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
451
$12.3K ﹤0.01%
268
452
$12.1K ﹤0.01%
460
453
$12K ﹤0.01%
274
-2
454
$11.9K ﹤0.01%
387
455
$11.6K ﹤0.01%
251
+244
456
$11.4K ﹤0.01%
369
457
$11.4K ﹤0.01%
217
-19,299
458
$11.3K ﹤0.01%
100
459
$11.1K ﹤0.01%
334
460
$11K ﹤0.01%
523
461
$10.8K ﹤0.01%
113
+9
462
$10.4K ﹤0.01%
368
463
$9.88K ﹤0.01%
311
+35
464
$9.83K ﹤0.01%
95
+72
465
$9.74K ﹤0.01%
450
466
$8.93K ﹤0.01%
192
467
$8.87K ﹤0.01%
341
468
$8.46K ﹤0.01%
188
469
$7.81K ﹤0.01%
+154
470
$7.26K ﹤0.01%
261
471
$7.08K ﹤0.01%
+71
472
$7.04K ﹤0.01%
200
473
$6.78K ﹤0.01%
189
474
$6.76K ﹤0.01%
272
+266
475
$6.73K ﹤0.01%
59
17 18
19
20 21