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
176
$44K 0.02%
+899
177
$44K 0.02%
+341
178
$44K 0.02%
+799
179
$41K 0.02%
+251
180
$40K 0.02%
+597
181
$40K 0.02%
+1,910
182
$39K 0.02%
+153
183
$37K 0.02%
+491
184
$34K 0.01%
+10,500
185
$33K 0.01%
+433
186
$30K 0.01%
+698
187
$27K 0.01%
+1,386
188
$26K 0.01%
+416
189
$26K 0.01%
+1,247
190
$25K 0.01%
+494
191
$23K 0.01%
+248
192
$23K 0.01%
+151
193
$22K 0.01%
+376
194
$20K 0.01%
+507
195
$14K 0.01%
+187
196
$14K 0.01%
+58
197
$13K 0.01%
+100
198
$12K 0.01%
+396
199
$12K 0.01%
+132
200
$11K ﹤0.01%
+184
6 7
8
9 10