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
101
$810K 0.12%
13,737
-1,153
102
$771K 0.12%
8,790
-65
103
$759K 0.12%
1,639
-2
104
$750K 0.11%
29,450
105
$731K 0.11%
6,599
+3,189
106
$725K 0.11%
4,920
-1
107
$716K 0.11%
+26,960
108
$693K 0.11%
854
-42
109
$687K 0.1%
2,036
+81
110
$687K 0.1%
2,521
+66
111
$686K 0.1%
6,510
-435
112
$680K 0.1%
8,751
+48
113
$674K 0.1%
8,713
-49
114
$660K 0.1%
1,880
-70
115
$622K 0.09%
2,105
-106
116
$604K 0.09%
5,483
-159
117
$600K 0.09%
9,881
+604
118
$591K 0.09%
15,100
119
$590K 0.09%
34,248
-8,357
120
$579K 0.09%
1,091
+11
121
$560K 0.09%
3,325
+997
122
$555K 0.08%
20,237
123
$552K 0.08%
3,403
-53
124
$548K 0.08%
39,806
125
$544K 0.08%
9,820
+45
3 4
5
6 7