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
$304M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.33M
3
+$691K
4
ABBV icon
AbbVie
ABBV
+$671K
5
AMZN icon
Amazon
AMZN
+$637K

Top Sells

1
+$4.38M
2
+$1.05M
3
+$594K
4
AAPL icon
Apple
AAPL
+$435K
5
RTX icon
RTX Corp
RTX
+$402K

Sector Composition

1 Financials 13.58%
2 Technology 12.57%
3 Healthcare 8.91%
4 Consumer Discretionary 8.01%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$23K 0.01%
86
-16
302
$23K 0.01%
400
303
$23K 0.01%
1,600
-1,600
304
$23K 0.01%
451
305
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915
306
$21K 0.01%
200
307
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100
308
$21K 0.01%
82
+1
309
$21K 0.01%
618
310
$20K 0.01%
+375
311
$20K 0.01%
13,500
+2,500
312
$20K 0.01%
333
313
$20K 0.01%
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314
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181
315
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118
316
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317
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318
$19K 0.01%
300
319
$18K 0.01%
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100
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$17K 0.01%
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323
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324
$17K 0.01%
930
325
$16K 0.01%
850
11 12
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