GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.53B
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$16.2M
3
+$15.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.93M
5
MSFT icon
Microsoft
MSFT
+$7.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.82%
2 Consumer Discretionary 5%
3 Healthcare 4.43%
4 Communication Services 2.9%
5 Financials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$898K 0.39%
+9,492
52
$878K 0.38%
+4,052
53
$873K 0.38%
+8,372
54
$823K 0.35%
+3,050
55
$815K 0.35%
+1,438
56
$813K 0.35%
+21,448
57
$771K 0.33%
+5,694
58
$766K 0.33%
+1,349
59
$730K 0.31%
+4,378
60
$728K 0.31%
+15,084
61
$723K 0.31%
+8,754
62
$709K 0.3%
+5,039
63
$683K 0.29%
+10,776
64
$659K 0.28%
+9,160
65
$649K 0.28%
+3,738
66
$609K 0.26%
+1,713
67
$593K 0.25%
+2,955
68
$589K 0.25%
+1,590
69
$581K 0.25%
+4,036
70
$579K 0.25%
+3,448
71
$578K 0.25%
+898
72
$568K 0.24%
+2,408
73
$566K 0.24%
+27,861
74
$563K 0.24%
+8,460
75
$562K 0.24%
+1,179
1 2
3
4 5