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
201
$25K 0.01%
1,386
202
$23K 0.01%
1,272
+726
203
$23K 0.01%
151
204
$23K 0.01%
248
205
$22K 0.01%
494
206
$20K 0.01%
424
+209
207
$18K 0.01%
317
-99
208
$18K 0.01%
88
+30
209
$17K 0.01%
298
-78
210
$13K 0.01%
580
+500
211
$13K 0.01%
100
212
$12K 0.01%
187
213
$11K ﹤0.01%
100
214
$11K ﹤0.01%
132
215
$10K ﹤0.01%
50
216
$9K ﹤0.01%
100
217
$9K ﹤0.01%
325
218
$8K ﹤0.01%
101
219
$8K ﹤0.01%
+247
220
$8K ﹤0.01%
+75
221
$7K ﹤0.01%
82
222
$6K ﹤0.01%
41
-3,343
223
$6K ﹤0.01%
126
224
$5K ﹤0.01%
44
225
$5K ﹤0.01%
51
7 8
9
10 11