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
$385M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.03M
3
+$1.32M
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$1.14M
5
AMZN icon
Amazon
AMZN
+$1.12M

Top Sells

1
+$3.19M
2
+$2.78M
3
+$1.31M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$633K
5
WFC icon
Wells Fargo
WFC
+$477K

Sector Composition

1 Financials 14.3%
2 Technology 12.48%
3 Healthcare 8.7%
4 Consumer Discretionary 8.24%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$56K 0.01%
290
252
$56K 0.01%
841
+605
253
$56K 0.01%
2,000
254
$55K 0.01%
807
+6
255
$54K 0.01%
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256
$54K 0.01%
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257
$53K 0.01%
300
258
$52K 0.01%
600
259
$52K 0.01%
2,880
260
$52K 0.01%
642
261
$51K 0.01%
714
+2
262
$49K 0.01%
2,405
-500
263
$48K 0.01%
135
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264
$47K 0.01%
2,370
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265
$47K 0.01%
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266
$45K 0.01%
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267
$44K 0.01%
2,000
268
$44K 0.01%
250
269
$44K 0.01%
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$42K 0.01%
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271
$41K 0.01%
762
272
$41K 0.01%
247
273
$40K 0.01%
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274
$40K 0.01%
716
+2
275
$40K 0.01%
750
9 10
11
12 13