LWANC

Laurel Wealth Advisors (North Carolina) Portfolio holdings

AUM $715M
1-Year Est. Return 16.06%
This Quarter Est. Return
1 Year Est. Return
+16.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$12.2M
3
+$9.48M
4
MSFT icon
Microsoft
MSFT
+$7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.54M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.45%
2 Healthcare 9.05%
3 Technology 8.89%
4 Consumer Discretionary 6.24%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$42K 0.02%
+1,285
227
$42K 0.02%
+170
228
$42K 0.02%
+250
229
$41K 0.02%
+470
230
$39K 0.02%
+1,200
231
$39K 0.02%
+609
232
$39K 0.02%
+816
233
$39K 0.02%
+743
234
$39K 0.02%
+1,050
235
$39K 0.02%
+1,410
236
$39K 0.02%
+664
237
$39K 0.02%
+80
238
$38K 0.02%
+792
239
$38K 0.02%
+728
240
$37K 0.01%
+502
241
$37K 0.01%
+707
242
$36K 0.01%
+136
243
$36K 0.01%
+138
244
$36K 0.01%
+4,200
245
$36K 0.01%
+750
246
$36K 0.01%
+600
247
$35K 0.01%
+458
248
$34K 0.01%
+550
249
$34K 0.01%
+840
250
$34K 0.01%
+221
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