LWAC
Laurel Wealth Advisors (California) Portfolio holdings
AUM
$1.01B
This Quarter Return
+7%
1 Year Return
-13.54%
3 Year Return
+33.2%
5 Year Return
+61.88%
10 Year Return
–
AUM
$772M
AUM Growth
+$772M
(+17%)
Cap. Flow
+$69.6M
Cap. Flow
% of AUM
9.02%
Top 10 Holdings %
Top 10 Hldgs %
23.71%
Holding
517
New
67
Increased
263
Reduced
131
Closed
17
Top Buys
| 1 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$12.2M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$7.19M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$5.85M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$4.27M |
| 5 |
Invesco QQQ Trust
QQQ
|
$4.13M |
Top Sells
Sector Composition
| 1 | Technology | 15.05% |
| 2 | Consumer Discretionary | 5.35% |
| 3 | Communication Services | 4.96% |
| 4 | Consumer Staples | 4.76% |
| 5 | Healthcare | 4.62% |
