We are live on ! Find out more
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
126
$1.23M 0.08%
4,057
+94
127
$1.23M 0.08%
1,594
-4
128
$1.19M 0.08%
14,922
+78
129
$1.18M 0.08%
57,448
-124,151
130
$1.18M 0.08%
4,777
+14
131
$1.18M 0.08%
7,263
+100
132
$1.17M 0.08%
3,295
-13
133
$1.16M 0.08%
8,136
134
$1.13M 0.07%
8,378
-5
135
$1.12M 0.07%
2,501
+12
136
$1.11M 0.07%
16,708
-769
137
$1.09M 0.07%
55,617
-1,895
138
$1.08M 0.07%
38,316
-1,313
139
$1.08M 0.07%
54,863
-1,128
140
$1.08M 0.07%
42,200
+718
141
$1.07M 0.07%
915
142
$1.04M 0.07%
6,280
-17
143
$1.04M 0.07%
4,832
+144
144
$1.04M 0.07%
3,466
+24
145
$1.04M 0.07%
4,377
-220
146
$1.03M 0.07%
8,659
+22
147
$996K 0.07%
8,310
+360
148
$956K 0.06%
7,726
-762
149
$951K 0.06%
5,079
+249
150
$949K 0.06%
2,856
+70
4 5
6
7 8