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
301
$30K 0.01%
458
+4
302
$30K 0.01%
80
303
$30K 0.01%
1,968
304
$30K 0.01%
617
305
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+150
306
$29K 0.01%
334
307
$29K 0.01%
+118
308
$28K 0.01%
480
309
$28K 0.01%
775
-125
310
$28K 0.01%
50
-50
311
$27K 0.01%
291
312
$27K 0.01%
+1,906
313
$27K 0.01%
+1,444
314
$26K 0.01%
+291
315
$26K 0.01%
100
316
$26K 0.01%
451
317
$26K 0.01%
343
318
$26K 0.01%
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319
$25K 0.01%
181
320
$25K 0.01%
82
321
$25K 0.01%
413
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$25K 0.01%
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323
$25K 0.01%
100
324
$25K 0.01%
1,000
325
$24K 0.01%
+350
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