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
$1.42B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.5M
3
+$6.63M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$6.33M
5
HD icon
Home Depot
HD
+$4.15M

Top Sells

1
+$8.24M
2
+$6.41M
3
+$5.45M
4
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$2.23M
5
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$878K

Sector Composition

1 Technology 7.73%
2 Financials 3.56%
3 Consumer Discretionary 2.38%
4 Healthcare 1.59%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.06K ﹤0.01%
90
527
$1.99K ﹤0.01%
94
-166
528
$1.98K ﹤0.01%
73
529
$1.79K ﹤0.01%
32
530
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531
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532
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40
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534
$1.24K ﹤0.01%
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535
$1.1K ﹤0.01%
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$987 ﹤0.01%
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$663 ﹤0.01%
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+1
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$18 ﹤0.01%
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