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
$469M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$704K
3
+$661K
4
CRWD icon
CrowdStrike
CRWD
+$638K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$631K

Top Sells

1
+$2.43M
2
+$638K
3
+$223K
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$182K
5
WFC icon
Wells Fargo
WFC
+$146K

Sector Composition

1 Technology 13.75%
2 Financials 11.46%
3 Healthcare 9.21%
4 Consumer Discretionary 6.73%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$72.3K 0.02%
2,900
+2,500
252
$72.3K 0.02%
493
253
$71K 0.02%
2,500
254
$70.6K 0.01%
303
255
$70.1K 0.01%
330
256
$69.5K 0.01%
2,685
257
$69.5K 0.01%
700
258
$68.6K 0.01%
+1,613
259
$68.3K 0.01%
616
+40
260
$66.3K 0.01%
1,700
261
$65.8K 0.01%
+2,700
262
$61.4K 0.01%
400
+200
263
$60.9K 0.01%
456
264
$60.8K 0.01%
716
265
$59.7K 0.01%
1,472
-42
266
$58.2K 0.01%
3,000
267
$58.1K 0.01%
400
268
$56.5K 0.01%
98
269
$56K 0.01%
3,436
+80
270
$55.9K 0.01%
642
271
$55.6K 0.01%
1,223
-500
272
$55.3K 0.01%
+47
273
$55K 0.01%
1,410
274
$52.5K 0.01%
45
275
$52.1K 0.01%
750
+375
9 10
11
12 13