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
$639M
AUM Growth
-$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.34M
3
+$1.06M
4
UBER icon
Uber
UBER
+$985K
5
DUK icon
Duke Energy
DUK
+$574K

Top Sells

1
+$972K
2
+$746K
3
+$604K
4
JPM icon
JPMorgan Chase
JPM
+$381K
5
DG icon
Dollar General
DG
+$231K

Sector Composition

1 Technology 14.16%
2 Financials 12.94%
3 Healthcare 7.62%
4 Consumer Discretionary 5.83%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$113K 0.02%
602
+51
227
$113K 0.02%
1,418
228
$113K 0.02%
911
229
$112K 0.02%
2,003
230
$111K 0.02%
930
231
$111K 0.02%
650
232
$111K 0.02%
3,000
233
$111K 0.02%
139
234
$109K 0.02%
3,204
235
$109K 0.02%
974
236
$108K 0.02%
775
237
$107K 0.02%
2,000
238
$104K 0.02%
4,729
239
$104K 0.02%
3,066
240
$103K 0.02%
4,000
241
$103K 0.02%
1,223
242
$102K 0.02%
4,479
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243
$100K 0.02%
3,246
244
$98K 0.02%
1,594
+1
245
$95.6K 0.02%
214
-30
246
$94.8K 0.01%
3,784
+34
247
$92.3K 0.01%
1,763
248
$92.3K 0.01%
1,466
+100
249
$92.1K 0.01%
356
250
$91.3K 0.01%
900
+231
8 9
10
11 12