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
$924M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.99M
3
+$4.82M
4
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$2.51M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.01M

Top Sells

1
+$3.15M
2
+$1.29M
3
+$1.17M
4
ADBE icon
Adobe
ADBE
+$1.15M
5
AAPL icon
Apple
AAPL
+$672K

Sector Composition

1 Technology 8.47%
2 Financials 3.23%
3 Healthcare 2.49%
4 Consumer Discretionary 1.96%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.59M 0.27%
74,372
+140
52
$2.58M 0.27%
65,300
53
$2.5M 0.27%
170,714
-2,049
54
$2.36M 0.25%
10,995
+286
55
$2.35M 0.25%
4,100
+68
56
$2.21M 0.23%
3,968
+124
57
$2.19M 0.23%
5,412
-20
58
$2.17M 0.23%
102,783
+1,241
59
$2.17M 0.23%
42,455
+618
60
$2.16M 0.23%
86,258
+1,106
61
$2.16M 0.23%
41,218
+2,255
62
$2.06M 0.22%
35,624
-577
63
$2.04M 0.22%
73,782
-1,024
64
$2M 0.21%
54,875
+14,875
65
$1.95M 0.21%
95,596
+1,131
66
$1.93M 0.21%
51,716
67
$1.9M 0.2%
3,165
+219
68
$1.87M 0.2%
40,882
-949
69
$1.85M 0.2%
7,974
+118
70
$1.84M 0.2%
15,733
-274
71
$1.84M 0.2%
2,080
-18
72
$1.77M 0.19%
10,000
73
$1.73M 0.18%
15,035
+286
74
$1.72M 0.18%
5,778
+4,588
75
$1.69M 0.18%
9,821
+645
1 2
3
4 5