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
$385M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.03M
3
+$1.32M
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$1.14M
5
AMZN icon
Amazon
AMZN
+$1.12M

Top Sells

1
+$3.19M
2
+$2.78M
3
+$1.31M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$633K
5
WFC icon
Wells Fargo
WFC
+$477K

Sector Composition

1 Financials 14.3%
2 Technology 12.48%
3 Healthcare 8.7%
4 Consumer Discretionary 8.24%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$71K 0.02%
1,410
227
$71K 0.02%
5,202
228
$70K 0.02%
1,641
229
$69K 0.02%
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230
$68K 0.02%
45
231
$68K 0.02%
4,729
232
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500
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233
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580
234
$66K 0.02%
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235
$66K 0.02%
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236
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576
238
$63K 0.02%
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239
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240
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241
$60K 0.02%
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242
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$60K 0.02%
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244
$59K 0.02%
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245
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247
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470
248
$57K 0.01%
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249
$57K 0.01%
416
250
$57K 0.01%
841
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10
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