LWAC
Laurel Wealth Advisors (California) Portfolio holdings
AUM
$1.01B
This Quarter Return
-13.61%
1 Year Return
-13.54%
3 Year Return
+33.2%
5 Year Return
+61.88%
10 Year Return
–
AUM
$980M
AUM Growth
+$980M
(-19%)
Cap. Flow
-$31.4M
Cap. Flow
% of AUM
-3.2%
Top 10 Holdings %
Top 10 Hldgs %
18.59%
Holding
772
New
44
Increased
190
Reduced
355
Closed
125
Top Buys
| 1 |
Amazon
AMZN
|
$15.6M |
| 2 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$8.81M |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$8.79M |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
$5.69M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$5.06M |
Top Sells
Sector Composition
| 1 | Technology | 14.34% |
| 2 | Financials | 6.05% |
| 3 | Healthcare | 5.68% |
| 4 | Industrials | 5.06% |
| 5 | Consumer Discretionary | 4.73% |
