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
276
$65.6K 0.01%
1,668
277
$65.1K 0.01%
831
278
$64.6K 0.01%
1,050
+200
279
$64.4K 0.01%
2,748
280
$63.5K 0.01%
1,410
281
$63.4K 0.01%
1,456
-223
282
$63K 0.01%
400
283
$62.5K 0.01%
2,200
284
$62.3K 0.01%
220
285
$61.6K 0.01%
480
286
$61.3K 0.01%
1,700
287
$60.7K 0.01%
716
288
$60.4K 0.01%
549
289
$59.4K 0.01%
338
290
$58.5K 0.01%
552
291
$58.1K 0.01%
990
292
$57.6K 0.01%
615
293
$57.3K 0.01%
670
294
$56.7K 0.01%
519
295
$56.6K 0.01%
1,740
296
$56.4K 0.01%
111
297
$56.4K 0.01%
152
+1
298
$56K 0.01%
698
299
$55.9K 0.01%
91
+2
300
$55.8K 0.01%
464
-12
10 11
12
13 14