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
$385M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.03M
3
+$1.32M
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$1.14M
5
AMZN icon
Amazon
AMZN
+$1.12M

Top Sells

1
+$3.19M
2
+$2.78M
3
+$1.31M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$633K
5
WFC icon
Wells Fargo
WFC
+$477K

Sector Composition

1 Financials 14.3%
2 Technology 12.48%
3 Healthcare 8.7%
4 Consumer Discretionary 8.24%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$40K 0.01%
725
-10
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$39K 0.01%
327
278
$39K 0.01%
840
279
$39K 0.01%
750
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$38K 0.01%
176
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$38K 0.01%
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$37K 0.01%
165
283
$37K 0.01%
571
284
$36K 0.01%
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285
$36K 0.01%
333
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$35K 0.01%
165
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287
$35K 0.01%
180
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288
$34K 0.01%
876
289
$34K 0.01%
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290
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$34K 0.01%
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292
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293
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294
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$32K 0.01%
64
298
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200
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299
$31K 0.01%
1,400
300
$31K 0.01%
695
10 11
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