LWAC
Laurel Wealth Advisors (California) Portfolio holdings
AUM
$1.01B
1-Year Return
13.54%
This Quarter Return
+13.12%
1 Year Return
-13.54%
3 Year Return
+33.2%
5 Year Return
+61.88%
10 Year Return
–
AUM
$681M
AUM Growth
+$75.4M
(+12%)
Cap. Flow
+$6.44M
Cap. Flow
% of AUM
0.95%
Top 10 Holdings %
Top 10 Hldgs %
25.65%
Holding
443
New
54
Increased
157
Reduced
163
Closed
18
Top Buys
Top Sells
| 1 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$6.46M |
| 2 |
VanEck Gold Miners ETF
GDX
|
$3.47M |
| 3 |
Invesco QQQ Trust
QQQ
|
$3.31M |
| 4 |
Qualcomm
QCOM
|
$2.05M |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$2.01M |
Sector Composition
| 1 | Technology | 15.21% |
| 2 | Consumer Discretionary | 5.61% |
| 3 | Consumer Staples | 4.79% |
| 4 | Communication Services | 4.62% |
| 5 | Healthcare | 4.46% |
