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
$658M
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$5.93M
3
+$4.61M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$2.27M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.04M

Top Sells

1
+$10.2M
2
+$4.73M
3
+$2.73M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.8M
5
PXD
Pioneer Natural Resource Co.
PXD
+$1.47M

Sector Composition

1 Technology 8.89%
2 Financials 3.58%
3 Healthcare 3.02%
4 Consumer Discretionary 2.32%
5 Consumer Staples 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.04M 0.31%
3,740
+23
52
$1.98M 0.3%
5,724
-314
53
$1.94M 0.29%
39,574
+198
54
$1.9M 0.29%
76,043
+4,082
55
$1.9M 0.29%
37,461
+2,115
56
$1.78M 0.27%
3,047
+6
57
$1.75M 0.27%
11,013
+559
58
$1.72M 0.26%
7,966
+92
59
$1.68M 0.26%
42,977
-871
60
$1.66M 0.25%
44,997
-3,086
61
$1.63M 0.25%
10,351
-269
62
$1.58M 0.24%
46,922
+952
63
$1.52M 0.23%
95,299
+2,390
64
$1.52M 0.23%
16,443
-1,599
65
$1.49M 0.23%
2,255
-90
66
$1.48M 0.23%
10,005
67
$1.47M 0.22%
51,226
+1,827
68
$1.4M 0.21%
8,925
-1,766
69
$1.36M 0.21%
32,029
-1,281
70
$1.33M 0.2%
3,259
+914
71
$1.33M 0.2%
165,036
-75,714
72
$1.29M 0.2%
12,876
-1,256
73
$1.29M 0.2%
3,633
-156
74
$1.25M 0.19%
8,047
+6,747
75
$1.23M 0.19%
5,175
+1
1 2
3
4 5