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
201
$237K 0.04%
2,217
202
$236K 0.04%
2,336
-34
203
$235K 0.04%
3,748
+947
204
$233K 0.04%
3,951
+263
205
$232K 0.04%
6,891
-17
206
$228K 0.04%
+5,798
207
$224K 0.04%
4,491
-1,030
208
$224K 0.04%
+502
209
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+2,629
210
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+1,054
211
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6,627
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212
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727
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213
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+1,084
214
$215K 0.04%
6,315
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215
$215K 0.04%
4,738
216
$214K 0.04%
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217
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218
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219
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220
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221
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+1,101
222
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6,895
-140
223
$206K 0.04%
10,759
-533
224
$206K 0.04%
1,759
+94
225
$205K 0.04%
+1,815
7 8
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