GWANC
Guardian Wealth Advisors (North Carolina) Portfolio holdings
AUM
$1.53B
1-Year Est. Return
13.6%
1 Year Est. Return
+13.6%
AUM
$1.42B
AUM Growth
+$170M
(+14%)
Holding
565
Top Buys
| 1 | +$11.7M | |
| 2 | +$11.4M | |
| 3 | +$7.16M | |
| 4 |
Aptus Defined Risk ETF
DRSK
|
+$6.57M |
| 5 |
Home Depot
HD
|
+$4.21M |
Top Sells
| 1 | +$8.86M | |
| 2 | +$6.4M | |
| 3 | +$5.52M | |
| 4 |
Aptus Enhanced Yield ETF
JUCY
|
+$2.2M |
| 5 |
TBIL
US Treasury 3 Month Bill ETF
TBIL
|
+$880K |
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 | |
|---|---|---|---|---|---|---|
551
American Electric Power
AEP
$64.8B
| – | – |
-3,385
|
|
||
552
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.14B
| – | – |
-42
|
|
||
553
Elevance Health
ELV
$72.4B
| – | – |
-787
|
|
||
554
Exelon
EXC
$46.3B
| – | – |
-4,474
|
|
||
555
FedEx
FDX
$63.1B
| – | – |
-883
|
|
||
556
iShares High Yield Systematic Bond ETF
HYDB
$1.63B
| – | – |
-38
|
|
||
557
Janus Henderson AAA CLO ETF
JAAA
$25.1B
| – | – |
-154
|
|
||
558
Invesco KBW Bank ETF
KBWB
$5.13B
| – | – |
-20
|
|
||
559
Vanguard Mega Cap Value ETF
MGV
$10.2B
| – | – |
-1,809
|
|
||
560
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.69B
| – | – |
-1
|
|
||
561
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.15B
| – | – |
-572
|
|
||
562
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.5B
| – | – |
-272
|
|
||
563
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
| – | – |
-71
|
|
||
564
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
| – | – |
-25
|
|
||
565
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
| – | – |
-251
|
|