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
$584M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$8.4M
3
+$1.68M
4
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$1.5M
5
FTXG icon
First Trust Nasdaq Food & Beverage ETF
FTXG
+$1.21M

Top Sells

1
+$27.2M
2
+$7.6M
3
+$2.99M
4
DOG icon
ProShares Short Dow30
DOG
+$1.82M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.65M

Sector Composition

1 Technology 9.12%
2 Financials 3.48%
3 Healthcare 3.08%
4 Consumer Discretionary 2.27%
5 Consumer Staples 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$492K 0.08%
7,691
+329
127
$491K 0.08%
3,396
+167
128
$483K 0.08%
3,060
-256
129
$478K 0.08%
+3,355
130
$472K 0.08%
4,819
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131
$463K 0.08%
2,570
-422
132
$455K 0.08%
39,806
133
$452K 0.08%
4,340
+194
134
$442K 0.08%
7,814
-215
135
$442K 0.08%
+13,735
136
$435K 0.07%
3,062
-14
137
$433K 0.07%
27,127
-415
138
$433K 0.07%
2,086
+133
139
$432K 0.07%
+9,970
140
$430K 0.07%
+3,749
141
$422K 0.07%
3,545
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142
$417K 0.07%
6,026
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143
$413K 0.07%
3,732
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144
$398K 0.07%
18,166
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145
$395K 0.07%
891
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146
$394K 0.07%
8,538
+244
147
$392K 0.07%
3,510
-53
148
$382K 0.07%
2,514
+2
149
$381K 0.07%
2,313
+64
150
$380K 0.07%
4,206
+118
4 5
6
7 8