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
$924M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.99M
3
+$4.82M
4
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$2.51M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.01M

Top Sells

1
+$3.15M
2
+$1.29M
3
+$1.17M
4
ADBE icon
Adobe
ADBE
+$1.15M
5
AAPL icon
Apple
AAPL
+$672K

Sector Composition

1 Technology 8.47%
2 Financials 3.23%
3 Healthcare 2.49%
4 Consumer Discretionary 1.96%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$558K 0.06%
5,106
-39
152
$554K 0.06%
6,712
+158
153
$553K 0.06%
7,617
-345
154
$551K 0.06%
5,729
+120
155
$534K 0.06%
2,585
-54
156
$533K 0.06%
1,916
-85
157
$528K 0.06%
3,761
+42
158
$521K 0.06%
1,616
-35
159
$513K 0.05%
5,265
-44
160
$510K 0.05%
9,289
161
$509K 0.05%
718
-29
162
$508K 0.05%
10,039
+45
163
$507K 0.05%
16,637
164
$500K 0.05%
1,828
-58
165
$499K 0.05%
850
166
$493K 0.05%
10,978
-1,388
167
$489K 0.05%
1,026
-33
168
$486K 0.05%
1,045
169
$476K 0.05%
1,958
-31
170
$468K 0.05%
18,184
+102
171
$459K 0.05%
4,364
-37
172
$456K 0.05%
2,207
-2
173
$454K 0.05%
25,095
-2,450
174
$452K 0.05%
784
+42
175
$447K 0.05%
2,172
-256
5 6
7
8 9