GWANC
Guardian Wealth Advisors (North Carolina) Portfolio holdings
AUM
$1.42B
1-Year Est. Return
12.48%
1 Year Est. Return
+12.48%
AUM
$1.25B
AUM Growth
-$820K
(-0.07%)
Holding
554
Top Buys
| 1 | +$4.33M | |
| 2 | +$3.33M | |
| 3 | +$3.21M | |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$1.82M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$1.82M |
Top Sells
| 1 | +$1.76M | |
| 2 | +$1.63M | |
| 3 | +$1.32M | |
| 4 |
ProShares K-1 Free Crude Oil Strategy ETF
OILK
|
+$1.1M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$1.01M |
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
ALPS Sector Dividend Dogs ETF
SDOG
$1.23B
| – | – |
-100
|
|
||
552
iShares Russell 2500 ETF
SMMD
$1.73B
| – | – |
-3,538
|
|
||
553
SPDR Portfolio High Yield Bond ETF
SPHY
$9.23B
| – | – |
-144
|
|
||
554
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.46B
| – | – |
-641
|
|