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
$924M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.99M
3
+$4.82M
4
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$2.51M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.01M

Top Sells

1
+$3.15M
2
+$1.29M
3
+$1.17M
4
ADBE icon
Adobe
ADBE
+$1.15M
5
AAPL icon
Apple
AAPL
+$672K

Sector Composition

1 Technology 8.47%
2 Financials 3.23%
3 Healthcare 2.49%
4 Consumer Discretionary 1.96%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.93M 0.63%
12,876
-97
27
$5.87M 0.62%
29,641
-1,078
28
$5.84M 0.62%
115,011
+1,308
29
$5.71M 0.61%
34,436
-7,775
30
$5.62M 0.6%
19,835
-11
31
$5.42M 0.58%
165,896
+5,214
32
$5.25M 0.56%
+121,061
33
$5.1M 0.54%
24,191
+9
34
$4.42M 0.47%
95,721
-1,202
35
$4.25M 0.45%
52,574
+933
36
$4.18M 0.44%
4,719
-166
37
$4.05M 0.43%
15,362
+538
38
$3.92M 0.42%
43,210
-669
39
$3.7M 0.39%
6,337
+102
40
$3.53M 0.37%
7,224
-272
41
$3.49M 0.37%
92,787
+2,686
42
$3.19M 0.34%
12,192
-145
43
$2.97M 0.31%
10,793
+358
44
$2.93M 0.31%
9,332
+224
45
$2.83M 0.3%
16,318
-77
46
$2.81M 0.3%
6,631
+132
47
$2.74M 0.29%
21,830
+764
48
$2.73M 0.29%
10,761
-293
49
$2.67M 0.28%
112,629
+3,329
50
$2.65M 0.28%
44,340
-891
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