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
$582M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$1.88M
3
+$1.72M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.05M

Top Sells

1
+$1.26M
2
+$755K
3
+$306K
4
LLY icon
Eli Lilly
LLY
+$260K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$253K

Sector Composition

1 Technology 14.86%
2 Financials 12.22%
3 Healthcare 8.62%
4 Consumer Discretionary 6.44%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$83.3K 0.01%
1,243
-338
252
$80.1K 0.01%
1,675
+2
253
$79.5K 0.01%
800
+100
254
$78.3K 0.01%
2,685
255
$75.6K 0.01%
130
+32
256
$75.2K 0.01%
1,400
257
$75.2K 0.01%
998
-1,148
258
$74.5K 0.01%
+298
259
$73.9K 0.01%
+430
260
$73.6K 0.01%
3,176
261
$73.2K 0.01%
400
262
$72.9K 0.01%
951
-11
263
$72.6K 0.01%
2,700
264
$71.2K 0.01%
3,000
265
$71.1K 0.01%
+614
266
$70.5K 0.01%
1,223
267
$70.3K 0.01%
440
268
$67.8K 0.01%
2,748
269
$67.4K 0.01%
2,500
270
$66.6K 0.01%
+797
271
$66.5K 0.01%
716
272
$66.4K 0.01%
1,600
273
$65.7K 0.01%
1,410
274
$65.4K 0.01%
1,700
275
$63.8K 0.01%
738
+240
9 10
11
12 13