GWANC

Guardian Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.42B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
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
126
$284K 0.12%
+1,117
127
$282K 0.12%
+4,385
128
$282K 0.12%
+4,438
129
$274K 0.12%
+1,216
130
$269K 0.12%
+294
131
$259K 0.11%
+10,128
132
$253K 0.11%
+1,170
133
$253K 0.11%
+389
134
$246K 0.11%
+20,293
135
$242K 0.1%
+762
136
$237K 0.1%
+3,300
137
$236K 0.1%
+4,224
138
$227K 0.1%
+804
139
$225K 0.1%
+1,393
140
$215K 0.09%
+542
141
$210K 0.09%
+1,085
142
$208K 0.09%
+2,473
143
$203K 0.09%
+1,879
144
$201K 0.09%
+1,447
145
$199K 0.09%
+2,452
146
$194K 0.08%
+1,340
147
$181K 0.08%
+3,690
148
$172K 0.07%
+3,433
149
$144K 0.06%
+1,858
150
$139K 0.06%
+1,679
4 5
6
7 8