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
$304M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.33M
3
+$691K
4
ABBV icon
AbbVie
ABBV
+$671K
5
AMZN icon
Amazon
AMZN
+$637K

Top Sells

1
+$4.38M
2
+$1.05M
3
+$594K
4
AAPL icon
Apple
AAPL
+$435K
5
RTX icon
RTX Corp
RTX
+$402K

Sector Composition

1 Financials 13.58%
2 Technology 12.57%
3 Healthcare 8.91%
4 Consumer Discretionary 8.01%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$39K 0.01%
764
+400
252
$39K 0.01%
327
-10
253
$38K 0.01%
2,000
254
$38K 0.01%
105
255
$38K 0.01%
198
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256
$38K 0.01%
2,880
257
$37K 0.01%
735
258
$37K 0.01%
300
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259
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265
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1,350
261
$36K 0.01%
1,173
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262
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263
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264
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265
$35K 0.01%
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247
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267
$34K 0.01%
111
268
$32K 0.01%
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269
$31K 0.01%
900
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270
$30K 0.01%
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271
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420
272
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250
273
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165
274
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480
275
$30K 0.01%
587
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9 10
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