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
151
$376K 0.06%
863
-46
152
$369K 0.06%
2,072
+11
153
$368K 0.06%
1,047
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154
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1,263
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$357K 0.06%
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156
$351K 0.06%
1,582
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157
$346K 0.06%
1,994
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158
$343K 0.06%
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159
$339K 0.06%
1,846
+13
160
$337K 0.06%
1,119
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161
$337K 0.06%
6,008
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162
$337K 0.06%
12,399
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163
$332K 0.06%
4,625
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164
$323K 0.06%
6,375
-8,625
165
$319K 0.05%
665
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166
$315K 0.05%
717
167
$309K 0.05%
19,371
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168
$308K 0.05%
15,514
-1,729
169
$307K 0.05%
4,937
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170
$305K 0.05%
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171
$301K 0.05%
1,411
+154
172
$288K 0.05%
1,450
+175
173
$287K 0.05%
+11,496
174
$282K 0.05%
1,705
+613
175
$280K 0.05%
389
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7
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