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
101
$435K 0.19%
+660
102
$417K 0.18%
+2,215
103
$412K 0.18%
+652
104
$409K 0.18%
+1,109
105
$408K 0.18%
+1,042
106
$399K 0.17%
+2,118
107
$398K 0.17%
+3,389
108
$396K 0.17%
+3,386
109
$377K 0.16%
+3,456
110
$376K 0.16%
+3,291
111
$370K 0.16%
+14,385
112
$351K 0.15%
+1,681
113
$323K 0.14%
+1,270
114
$322K 0.14%
+8,249
115
$311K 0.13%
+882
116
$309K 0.13%
+3,848
117
$308K 0.13%
+1,435
118
$301K 0.13%
+4,924
119
$299K 0.13%
+1,459
120
$299K 0.13%
+3,220
121
$299K 0.13%
+1,646
122
$298K 0.13%
+5,103
123
$296K 0.13%
+1,105
124
$292K 0.13%
+1,426
125
$285K 0.12%
+5,494
3 4
5
6 7