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
76
$1.21M 0.18%
7,808
-433
77
$1.2M 0.18%
52,308
+22,648
78
$1.15M 0.18%
13,606
+3,164
79
$1.15M 0.17%
40,675
80
$1.14M 0.17%
3,845
+163
81
$1.04M 0.16%
54,750
+9,500
82
$1.02M 0.15%
49,813
-869
83
$997K 0.15%
7,072
-315
84
$994K 0.15%
10,241
-306
85
$985K 0.15%
6,606
-364
86
$984K 0.15%
4,422
-140
87
$961K 0.15%
14,753
-545
88
$959K 0.15%
13,041
89
$956K 0.15%
26,671
-600
90
$951K 0.14%
4,023
+210
91
$940K 0.14%
6,502
+108
92
$939K 0.14%
5,527
+143
93
$935K 0.14%
2,423
+36
94
$929K 0.14%
22,077
+1,222
95
$901K 0.14%
42,342
-10,882
96
$875K 0.13%
17,314
+1,814
97
$855K 0.13%
16,944
+10,569
98
$851K 0.13%
7,805
-364
99
$833K 0.13%
1,954
-201
100
$825K 0.13%
11,767
+150
2 3
4
5 6