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
76
$1.68M 0.18%
42,413
-151
77
$1.59M 0.17%
152,140
+4,178
78
$1.56M 0.17%
4,763
+16
79
$1.55M 0.17%
16,034
+1,416
80
$1.54M 0.16%
7,800
-213
81
$1.47M 0.16%
6,176
+316
82
$1.43M 0.15%
8,832
-262
83
$1.36M 0.14%
5,016
+24
84
$1.31M 0.14%
6,890
+14
85
$1.3M 0.14%
27,562
+723
86
$1.24M 0.13%
13,528
87
$1.22M 0.13%
2,472
88
$1.2M 0.13%
7,176
+1
89
$1.19M 0.13%
2,432
-7
90
$1.18M 0.13%
8,762
-1,329
91
$1.17M 0.12%
15,789
+191
92
$1.16M 0.12%
39,986
-10,652
93
$1.16M 0.12%
26,671
94
$1.16M 0.12%
55,981
+50,720
95
$1.12M 0.12%
6,574
-34
96
$1.11M 0.12%
12,338
97
$1.1M 0.12%
6,492
-24
98
$1.09M 0.12%
3,589
-220
99
$1.05M 0.11%
+53,824
100
$1.05M 0.11%
54,750
2 3
4
5 6