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
$232M
AUM Growth
-$759K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$2.99M
3
+$2.9M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$2.85M
5
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$2.39M

Top Sells

1
+$3M
2
+$2.89M
3
+$2.6M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.96M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.95M

Sector Composition

1 Technology 12.11%
2 Consumer Discretionary 3.8%
3 Healthcare 3.76%
4 Consumer Staples 2.53%
5 Financials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$82K 0.04%
3,749
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177
$80K 0.03%
1,343
-336
178
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179
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181
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184
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519
185
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187
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188
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189
$51K 0.02%
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194
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195
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198
$34K 0.01%
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$27K 0.01%
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