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
251
$33K 0.01%
+2,000
252
$32K 0.01%
+470
253
$32K 0.01%
+624
254
$32K 0.01%
+2,730
255
$32K 0.01%
+198
256
$32K 0.01%
+2,000
257
$32K 0.01%
+673
258
$31K 0.01%
+1,512
259
$31K 0.01%
+750
260
$30K 0.01%
+290
261
$30K 0.01%
+1,115
262
$30K 0.01%
+6,400
263
$29K 0.01%
+96
264
$29K 0.01%
+1,429
265
$28K 0.01%
+1,000
266
$28K 0.01%
+600
267
$28K 0.01%
+950
268
$28K 0.01%
+343
269
$27K 0.01%
+300
270
$27K 0.01%
+111
271
$27K 0.01%
+1,614
272
$26K 0.01%
+856
273
$26K 0.01%
+700
274
$26K 0.01%
+160
275
$25K 0.01%
+237
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