LWAC
Laurel Wealth Advisors (California) Portfolio holdings
AUM
$1.01B
1-Year Return
13.54%
This Quarter Return
+3.3%
1 Year Return
-13.54%
3 Year Return
+33.2%
5 Year Return
+61.88%
10 Year Return
–
AUM
$375M
AUM Growth
+$52.4M
(+16%)
Cap. Flow
+$39.6M
Cap. Flow
% of AUM
10.56%
Top 10 Holdings %
Top 10 Hldgs %
21.03%
Holding
400
New
49
Increased
150
Reduced
144
Closed
17
Top Buys
| 1 |
Qualcomm
QCOM
|
$5.13M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$3.11M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$2.74M |
| 4 |
Vanguard Mega Cap Value ETF
MGV
|
$2.43M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$2.43M |
Top Sells
Sector Composition
| 1 | Technology | 14.4% |
| 2 | Consumer Staples | 7.65% |
| 3 | Communication Services | 7.48% |
| 4 | Consumer Discretionary | 6.78% |
| 5 | Financials | 6.71% |
