LWAC

Laurel Wealth Advisors (California) Portfolio holdings

AUM $1.01B
1-Year Est. Return 13.54%
This Quarter Est. Return
1 Year Est. Return
-13.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1 +$7.56M
2 +$5.26M
3 +$4.95M
4
PG icon
Procter & Gamble
PG
+$4.4M
5
CVX icon
Chevron
CVX
+$4.01M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 11.04%
2 Energy 10.51%
3 Healthcare 9.18%
4 Utilities 9.01%
5 Technology 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
0
302
0
303
0
304
0