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
201
$11K ﹤0.01%
+50
202
$11K ﹤0.01%
+215
203
$10K ﹤0.01%
+100
204
$10K ﹤0.01%
+100
205
$10K ﹤0.01%
+546
206
$10K ﹤0.01%
+325
207
$9K ﹤0.01%
+105
208
$9K ﹤0.01%
+82
209
$8K ﹤0.01%
+101
210
$8K ﹤0.01%
+246
211
$7K ﹤0.01%
+119
212
$7K ﹤0.01%
+118
213
$7K ﹤0.01%
+126
214
$7K ﹤0.01%
+139
215
$6K ﹤0.01%
+51
216
$6K ﹤0.01%
+43
217
$6K ﹤0.01%
+80
218
$6K ﹤0.01%
+93
219
$6K ﹤0.01%
+204
220
$5K ﹤0.01%
+44
221
$4K ﹤0.01%
+91
222
$4K ﹤0.01%
+30
223
$3K ﹤0.01%
+128
224
$3K ﹤0.01%
+30
225
$3K ﹤0.01%
+28
6 7 8
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