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
476
$6.71K ﹤0.01%
91
+27
477
$6.69K ﹤0.01%
81
478
$6.26K ﹤0.01%
104
479
$6.09K ﹤0.01%
86
480
$6.05K ﹤0.01%
100
481
$5.98K ﹤0.01%
154
482
$5.59K ﹤0.01%
260
+159
483
$5.12K ﹤0.01%
80
484
$5.12K ﹤0.01%
23
485
$5.05K ﹤0.01%
66
486
$4.9K ﹤0.01%
213
-223
487
$4.63K ﹤0.01%
106
488
$4.54K ﹤0.01%
116
+2
489
$4.38K ﹤0.01%
121
490
$3.93K ﹤0.01%
146
+8
491
$3.9K ﹤0.01%
30
492
$3.73K ﹤0.01%
35
493
$3.63K ﹤0.01%
71
+35
494
$3.48K ﹤0.01%
27
+1
495
$3.23K ﹤0.01%
77
+3
496
$3.06K ﹤0.01%
290
497
$3.04K ﹤0.01%
23
498
$2.7K ﹤0.01%
20
499
$2.58K ﹤0.01%
37
500
$2.46K ﹤0.01%
13
+10
18 19
20
21 22