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
76
$562K 0.24%
+9,330
77
$556K 0.24%
+14,708
78
$553K 0.24%
+3,514
79
$548K 0.24%
+2,940
80
$548K 0.24%
+3,384
81
$547K 0.24%
+1,112
82
$540K 0.23%
+1,815
83
$537K 0.23%
+3,215
84
$532K 0.23%
+3,111
85
$531K 0.23%
+1,479
86
$522K 0.22%
+6,813
87
$516K 0.22%
+2,823
88
$502K 0.22%
+9,104
89
$501K 0.22%
+1,905
90
$498K 0.21%
+1,385
91
$492K 0.21%
+5,270
92
$480K 0.21%
+8,134
93
$467K 0.2%
+8,240
94
$467K 0.2%
+5,193
95
$465K 0.2%
+8,582
96
$458K 0.2%
+965
97
$452K 0.19%
+854
98
$450K 0.19%
+7,220
99
$449K 0.19%
+8,715
100
$445K 0.19%
+949
2 3
4
5 6