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
$412M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.28M
3
+$1.03M
4
VUG icon
Vanguard Growth ETF
VUG
+$991K
5
NVDA icon
NVIDIA
NVDA
+$867K

Top Sells

1
+$1.05M
2
+$696K
3
+$386K
4
AAPL icon
Apple
AAPL
+$346K
5
IYW icon
iShares US Technology ETF
IYW
+$264K

Sector Composition

1 Financials 14.83%
2 Technology 11.79%
3 Healthcare 8.6%
4 Consumer Discretionary 7.99%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$46K 0.01%
210
+30
277
$44K 0.01%
634
+25
278
$44K 0.01%
+150
279
$43K 0.01%
1,200
280
$43K 0.01%
2,000
281
$43K 0.01%
95
282
$43K 0.01%
725
283
$42K 0.01%
1,400
284
$41K 0.01%
876
285
$41K 0.01%
+10,347
286
$40K 0.01%
250
287
$39K 0.01%
2,064
-816
288
$39K 0.01%
165
289
$39K 0.01%
750
290
$39K 0.01%
247
291
$38K 0.01%
79
+15
292
$38K 0.01%
850
293
$36K 0.01%
300
294
$36K 0.01%
+562
295
$35K 0.01%
464
+6
296
$35K 0.01%
109
-9
297
$35K 0.01%
695
298
$35K 0.01%
250
299
$33K 0.01%
200
300
$33K 0.01%
1,906
10 11
12
13 14