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GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.57B
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$13.9M
3
+$11.2M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$10.3M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$4.84M

Top Sells

1
+$37.9M
2
+$13.8M
3
+$9.28M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$4.53M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.58M

Sector Composition

1 Technology 8.42%
2 Financials 3.75%
3 Consumer Discretionary 2.56%
4 Communication Services 1.52%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.98M 0.13%
4,147
+6
102
$1.96M 0.13%
2,466
+62
103
$1.85M 0.12%
9,998
+125
104
$1.84M 0.12%
16,316
-107
105
$1.82M 0.12%
4,804
+9
106
$1.74M 0.11%
18,672
+2,008
107
$1.7M 0.11%
38,705
-1,430
108
$1.7M 0.11%
26,018
-203
109
$1.65M 0.11%
4,779
-568
110
$1.63M 0.11%
15,330
+101
111
$1.62M 0.11%
26,271
-200
112
$1.57M 0.1%
13,671
-325
113
$1.49M 0.1%
8,143
+887
114
$1.48M 0.1%
7,286
+511
115
$1.41M 0.09%
10,000
116
$1.37M 0.09%
20,062
+82
117
$1.37M 0.09%
2,402
-5
118
$1.35M 0.09%
26,998
+9,985
119
$1.34M 0.09%
+48,683
120
$1.34M 0.09%
14,088
+33
121
$1.32M 0.09%
15,077
+100
122
$1.27M 0.08%
7,571
+156
123
$1.26M 0.08%
8,144
+214
124
$1.25M 0.08%
4,962
+82
125
$1.24M 0.08%
13,528
3 4
5
6 7