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
151
$138K 0.06%
+431
152
$131K 0.06%
+3,586
153
$128K 0.06%
+1,116
154
$119K 0.05%
+1,439
155
$113K 0.05%
+554
156
$106K 0.05%
+956
157
$104K 0.04%
+3,885
158
$102K 0.04%
+770
159
$102K 0.04%
+5,000
160
$95K 0.04%
+677
161
$95K 0.04%
+1,332
162
$87K 0.04%
+826
163
$81K 0.03%
+4,000
164
$73K 0.03%
+160
165
$73K 0.03%
+519
166
$71K 0.03%
+1,062
167
$66K 0.03%
+3,149
168
$66K 0.03%
+728
169
$60K 0.03%
+1,440
170
$54K 0.02%
+238
171
$54K 0.02%
+460
172
$53K 0.02%
+174
173
$53K 0.02%
+362
174
$49K 0.02%
+1,375
175
$47K 0.02%
+1,325
5 6
7
8 9