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GWANC
Guardian Wealth Advisors (North Carolina) Portfolio holdings
AUM
$1.57B
1-Year Est. Return
15.17%
This Fund
S&P 500
1 Year Est. Return
+15.17%
AUM
$1.25B
AUM Growth
+$327M
(+35%)
Holding
543
Top Buys
| 1 | +$43M | |
| 2 | +$34.7M | |
| 3 | +$28.2M | |
| 4 |
iShares Core Universal USD Bond ETF
IUSB
|
+$19.3M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$15.2M |
Top Sells
| 1 | +$20.7M | |
| 2 | +$5.25M | |
| 3 | +$2.77M | |
| 4 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$2.17M |
| 5 |
Opus Small Cap Value ETF
OSCV
|
+$1.25M |
Sector Composition
| 1 | Technology | 7.48% |
| 2 | Financials | 3.08% |
| 3 | Consumer Discretionary | 2.39% |
| 4 | Healthcare | 1.86% |
| 5 | Industrials | 1.52% |