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
501
$1.96K ﹤0.01%
73
502
$1.8K ﹤0.01%
90
503
$1.79K ﹤0.01%
38
-40
504
$1.7K ﹤0.01%
32
505
$1.54K ﹤0.01%
27
-3
506
$1.44K ﹤0.01%
+25
507
$1.25K ﹤0.01%
20
-15
508
$1.25K ﹤0.01%
15
509
$1.24K ﹤0.01%
12
510
$1.22K ﹤0.01%
40
511
$997 ﹤0.01%
48
512
$986 ﹤0.01%
32
513
$966 ﹤0.01%
22
514
$843 ﹤0.01%
42
+39
515
$722 ﹤0.01%
+33
516
$611 ﹤0.01%
9
-1
517
$566 ﹤0.01%
10
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$550 ﹤0.01%
+10
519
$548 ﹤0.01%
8
520
$501 ﹤0.01%
10
-1
521
$496 ﹤0.01%
30
522
$366 ﹤0.01%
+11
523
$343 ﹤0.01%
2
524
$204 ﹤0.01%
8
525
$203 ﹤0.01%
5
19 20
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