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
$855M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$6.91M
3
+$3.59M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$3.25M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$3.1M

Top Sells

1
+$12.6M
2
+$2.05M
3
+$1.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$633K
5
RY icon
Royal Bank of Canada
RY
+$542K

Sector Composition

1 Technology 9.15%
2 Financials 3.1%
3 Healthcare 2.54%
4 Consumer Discretionary 1.83%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$302K 0.04%
+1,190
202
$297K 0.03%
874
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203
$296K 0.03%
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204
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206
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208
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210
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211
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212
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213
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214
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215
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216
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221
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223
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224
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2,328
225
$246K 0.03%
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