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
$412M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.28M
3
+$1.03M
4
VUG icon
Vanguard Growth ETF
VUG
+$991K
5
NVDA icon
NVIDIA
NVDA
+$867K

Top Sells

1
+$1.05M
2
+$696K
3
+$386K
4
AAPL icon
Apple
AAPL
+$346K
5
IYW icon
iShares US Technology ETF
IYW
+$264K

Sector Composition

1 Financials 14.83%
2 Technology 11.79%
3 Healthcare 8.6%
4 Consumer Discretionary 7.99%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$60K 0.01%
300
252
$60K 0.01%
304
+54
253
$59K 0.01%
683
254
$59K 0.01%
715
+1
255
$59K 0.01%
1,550
256
$59K 0.01%
2,405
257
$56K 0.01%
277
258
$56K 0.01%
500
259
$55K 0.01%
792
260
$55K 0.01%
1,677
+902
261
$54K 0.01%
2,475
+105
262
$54K 0.01%
716
263
$53K 0.01%
300
264
$53K 0.01%
1,342
265
$52K 0.01%
624
266
$51K 0.01%
571
267
$50K 0.01%
597
+425
268
$50K 0.01%
+600
269
$50K 0.01%
135
270
$49K 0.01%
750
271
$49K 0.01%
270
+105
272
$47K 0.01%
840
273
$46K 0.01%
780
-300
274
$46K 0.01%
2,824
275
$46K 0.01%
750
9 10
11
12 13