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
$1.25B
AUM Growth
+$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$34M
3
+$28M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$19M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.5M

Top Sells

1
+$20.7M
2
+$5.25M
3
+$2.71M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.17M
5
OSCV icon
Opus Small Cap Value ETF
OSCV
+$1.2M

Sector Composition

1 Technology 7.48%
2 Financials 3.08%
3 Consumer Discretionary 2.39%
4 Healthcare 1.86%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$451K 0.04%
1,963
+47
202
$444K 0.04%
25,095
203
$441K 0.03%
1,054
+28
204
$435K 0.03%
1,670
+54
205
$428K 0.03%
2,218
+80
206
$427K 0.03%
1,062
+17
207
$419K 0.03%
1,164
+258
208
$415K 0.03%
1,811
+2
209
$413K 0.03%
+23,324
210
$409K 0.03%
12,285
+50
211
$408K 0.03%
3,944
+28
212
$407K 0.03%
82
+18
213
$405K 0.03%
17,803
+513
214
$403K 0.03%
1,832
+267
215
$400K 0.03%
3,944
+3,067
216
$389K 0.03%
801
+9
217
$389K 0.03%
5,379
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218
$384K 0.03%
+5,073
219
$384K 0.03%
13,841
+3,944
220
$383K 0.03%
15,995
+1,675
221
$379K 0.03%
539
+5
222
$378K 0.03%
179
-5
223
$376K 0.03%
1,770
+25
224
$375K 0.03%
1,280
+163
225
$370K 0.03%
13,546
+5,392
7 8
9
10 11