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
176
$279K 0.05%
627
+155
177
$277K 0.05%
14,768
+828
178
$275K 0.05%
3,567
+174
179
$275K 0.05%
3,938
+183
180
$273K 0.05%
+620
181
$269K 0.05%
1,227
-132
182
$261K 0.04%
4,045
-6,010
183
$259K 0.04%
1,172
+110
184
$257K 0.04%
+6,178
185
$256K 0.04%
4,023
+879
186
$256K 0.04%
12,869
-1,025
187
$256K 0.04%
5,790
-424
188
$255K 0.04%
1,210
+123
189
$254K 0.04%
5,500
+404
190
$254K 0.04%
5,203
-350
191
$253K 0.04%
918
-72
192
$251K 0.04%
7,300
+105
193
$250K 0.04%
2,054
-111
194
$246K 0.04%
958
195
$246K 0.04%
2,106
+158
196
$245K 0.04%
+191
197
$244K 0.04%
1,409
198
$242K 0.04%
594
+41
199
$240K 0.04%
5,125
200
$237K 0.04%
3,513
+1,543
6 7
8
9 10