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
476
$3.42K ﹤0.01%
23
477
$3.38K ﹤0.01%
+144
478
$3.35K ﹤0.01%
290
479
$3K ﹤0.01%
74
+3
480
$2.92K ﹤0.01%
55
481
$2.77K ﹤0.01%
37
-41
482
$2.6K ﹤0.01%
20
483
$2.31K ﹤0.01%
+23
484
$2.29K ﹤0.01%
35
-79
485
$2.13K ﹤0.01%
+101
486
$1.95K ﹤0.01%
+73
487
$1.81K ﹤0.01%
+36
488
$1.73K ﹤0.01%
32
489
$1.73K ﹤0.01%
90
490
$1.61K ﹤0.01%
30
491
$1.3K ﹤0.01%
12
492
$1.27K ﹤0.01%
+15
493
$1.27K ﹤0.01%
40
494
$1.22K ﹤0.01%
+58
495
$1.22K ﹤0.01%
48
-440
496
$983 ﹤0.01%
32
497
$941 ﹤0.01%
11
+4
498
$657 ﹤0.01%
3
499
$645 ﹤0.01%
10
500
$586 ﹤0.01%
+10
18 19
20
21 22