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
$412M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.28M
3
+$1.03M
4
VUG icon
Vanguard Growth ETF
VUG
+$991K
5
NVDA icon
NVIDIA
NVDA
+$867K

Top Sells

1
+$1.05M
2
+$696K
3
+$386K
4
AAPL icon
Apple
AAPL
+$346K
5
IYW icon
iShares US Technology ETF
IYW
+$264K

Sector Composition

1 Financials 14.83%
2 Technology 11.79%
3 Healthcare 8.6%
4 Consumer Discretionary 7.99%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$78K 0.02%
1,641
227
$78K 0.02%
1,256
228
$77K 0.02%
856
229
$76K 0.02%
2,000
230
$73K 0.02%
4,729
231
$73K 0.02%
767
232
$71K 0.02%
1,410
233
$71K 0.02%
2,000
234
$71K 0.02%
966
+125
235
$70K 0.02%
2,500
236
$70K 0.02%
1,377
237
$69K 0.02%
1,461
-50
238
$69K 0.02%
841
239
$69K 0.02%
2,496
-1,017
240
$68K 0.02%
1,700
241
$68K 0.02%
3,000
242
$67K 0.02%
290
243
$66K 0.02%
576
244
$65K 0.02%
861
+54
245
$65K 0.02%
1,285
246
$65K 0.02%
+500
247
$63K 0.02%
702
+60
248
$62K 0.02%
1,320
-400
249
$61K 0.01%
762
250
$60K 0.01%
470
8 9
10
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