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
301
$18K 0.01%
+451
302
$18K 0.01%
+154
303
$18K 0.01%
+200
304
$17K 0.01%
+552
305
$17K 0.01%
+364
306
$17K 0.01%
+618
307
$17K 0.01%
+345
308
$17K 0.01%
+525
309
$17K 0.01%
+600
310
$16K 0.01%
+80
311
$16K 0.01%
+130
312
$16K 0.01%
+480
313
$16K 0.01%
+100
314
$16K 0.01%
+280
315
$16K 0.01%
+94
316
$16K 0.01%
+181
317
$15K 0.01%
+500
318
$15K 0.01%
+163
319
$15K 0.01%
+114
320
$15K 0.01%
+300
321
$14K 0.01%
+100
322
$14K 0.01%
+64
323
$14K 0.01%
+327
324
$14K 0.01%
+400
325
$14K 0.01%
+164
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