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
$469M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$704K
3
+$661K
4
CRWD icon
CrowdStrike
CRWD
+$638K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$631K

Top Sells

1
+$2.43M
2
+$638K
3
+$223K
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$182K
5
WFC icon
Wells Fargo
WFC
+$146K

Sector Composition

1 Technology 13.75%
2 Financials 11.46%
3 Healthcare 9.21%
4 Consumer Discretionary 6.73%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$98.4K 0.02%
4,729
227
$96.2K 0.02%
2,225
+55
228
$95.9K 0.02%
650
229
$95.4K 0.02%
1,932
+1,314
230
$95K 0.02%
1,423
-277
231
$93.8K 0.02%
835
232
$92.6K 0.02%
+2,368
233
$92.1K 0.02%
1,000
234
$91.2K 0.02%
2,405
235
$91K 0.02%
1,581
236
$90.4K 0.02%
546
237
$85.2K 0.02%
1,686
+8
238
$85.1K 0.02%
180
239
$84.6K 0.02%
+1,555
240
$84.3K 0.02%
860
-200
241
$84K 0.02%
+602
242
$83.3K 0.02%
3,633
243
$81.3K 0.02%
1,101
+201
244
$79.8K 0.02%
1,610
245
$79.1K 0.02%
1,015
246
$78.2K 0.02%
255
247
$75.7K 0.02%
910
-30
248
$73.3K 0.02%
328
+28
249
$73.2K 0.02%
1,744
250
$72.9K 0.02%
1,377
8 9
10
11 12