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
$249M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$12.2M
3
+$9.48M
4
MSFT icon
Microsoft
MSFT
+$7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.54M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.45%
2 Healthcare 9.05%
3 Technology 8.89%
4 Consumer Discretionary 6.24%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$25K 0.01%
+400
277
$25K 0.01%
+39
278
$25K 0.01%
+413
279
$24K 0.01%
+172
280
$24K 0.01%
+1,000
281
$24K 0.01%
+333
282
$24K 0.01%
+301
283
$24K 0.01%
+165
284
$24K 0.01%
+1,600
285
$23K 0.01%
+500
286
$23K 0.01%
+930
287
$23K 0.01%
+801
288
$22K 0.01%
+710
289
$22K 0.01%
+381
290
$21K 0.01%
+184
291
$21K 0.01%
+108
292
$21K 0.01%
+350
293
$21K 0.01%
+1,029
294
$20K 0.01%
+70
295
$20K 0.01%
+536
296
$19K 0.01%
+480
297
$19K 0.01%
+248
298
$19K 0.01%
+1,580
299
$18K 0.01%
+79
300
$18K 0.01%
+850
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