LWAC
Laurel Wealth Advisors (California) Portfolio holdings
AUM
$1.01B
1-Year Return
13.54%
This Quarter Return
+4.88%
1 Year Return
-13.54%
3 Year Return
+33.2%
5 Year Return
+61.88%
10 Year Return
–
AUM
$192M
AUM Growth
–
Cap. Flow
+$192M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
22.38%
Holding
304
New
257
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$7.56M |
| 2 |
GE Aerospace
GE
|
$5.26M |
| 3 |
Johnson & Johnson
JNJ
|
$4.95M |
| 4 |
Procter & Gamble
PG
|
$4.4M |
| 5 |
Chevron
CVX
|
$4.01M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 11.04% |
| 2 | Energy | 10.51% |
| 3 | Healthcare | 9.18% |
| 4 | Utilities | 9.01% |
| 5 | Technology | 8.85% |
