LWAC
Laurel Wealth Advisors (California) Portfolio holdings
AUM
$1.01B
1-Year Est. Return
13.54%
1 Year Est. Return
-13.54%
AUM
$1.01B
AUM Growth
+$76.4M
(+8.1%)
Holding
681
Top Buys
| 1 | +$12.6M | |
| 2 | +$9.5M | |
| 3 | +$5.37M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$4.88M |
| 5 |
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
|
+$4.49M |
Top Sells
| 1 | +$7.22M | |
| 2 | +$7.09M | |
| 3 | +$5.91M | |
| 4 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
+$4.6M |
| 5 |
SPDR S&P Global Natural Resources ETF
GNR
|
+$3.94M |
Sector Composition
| 1 | Technology | 13.42% |
| 2 | Healthcare | 6.11% |
| 3 | Financials | 5.92% |
| 4 | Industrials | 5.25% |
| 5 | Consumer Staples | 4.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
676
Wolfspeed
WOLF
$589M
| – | – |
-2,478
|
|
||
677
Wynn Resorts
WYNN
$14B
| – | – |
-4,206
|
|
||
678
Global X S&P 500 Covered Call ETF
XYLD
$3.05B
| – | – |
-26,508
|
|
||
|
PXD
679
DELISTED
Pioneer Natural Resource Co.
PXD
| – | – |
-1,002
|
|
||
|
AVYA
680
DELISTED
Avaya Holdings Corp. Common Stock
AVYA
| – | – |
-132,965
|
|
||
|
TWTR
681
DELISTED
Twitter, Inc.
TWTR
| – | – |
-5,806
|
|