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
551
– –
0
552
– –
-111
553
– –
-641
554
– –
-270
19 20 21 22
23