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
$639M
AUM Growth
-$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.34M
3
+$1.06M
4
UBER icon
Uber
UBER
+$985K
5
DUK icon
Duke Energy
DUK
+$574K

Top Sells

1
+$972K
2
+$746K
3
+$604K
4
JPM icon
JPMorgan Chase
JPM
+$381K
5
DG icon
Dollar General
DG
+$231K

Sector Composition

1 Technology 14.16%
2 Financials 12.94%
3 Healthcare 7.62%
4 Consumer Discretionary 5.83%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$88.4K 0.01%
130
252
$85.7K 0.01%
177
+1
253
$85.6K 0.01%
+775
254
$85.2K 0.01%
1,820
255
$84.6K 0.01%
2,022
+1
256
$84K 0.01%
243
257
$82.8K 0.01%
800
258
$82.5K 0.01%
1,940
259
$81.8K 0.01%
500
-300
260
$81.3K 0.01%
2,500
261
$79.4K 0.01%
300
262
$78.6K 0.01%
205
263
$77.7K 0.01%
249
264
$75.3K 0.01%
1,077
265
$74K 0.01%
360
266
$73.4K 0.01%
504
267
$73.3K 0.01%
555
268
$71.6K 0.01%
1,558
269
$71.4K 0.01%
1,052
-246
270
$70.7K 0.01%
3,286
+115
271
$69.4K 0.01%
2,437
-400
272
$68.9K 0.01%
3,625
273
$68.9K 0.01%
400
274
$68.6K 0.01%
869
275
$65.7K 0.01%
399
9 10
11
12 13