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
$495M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Sells

1 +$514K
2 +$480K
3 +$416K
4
MSFT icon
Microsoft
MSFT
+$328K
5
JPM icon
JPMorgan Chase
JPM
+$243K

Sector Composition

1 Technology 15.04%
2 Financials 11.51%
3 Healthcare 9.02%
4 Consumer Discretionary 6.78%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$42.1K 0.01%
1,050
302
$42K 0.01%
165
303
$41.8K 0.01%
210
304
$41.2K 0.01%
360
305
$40.8K 0.01%
89
306
$40.5K 0.01%
307
307
$39.9K 0.01%
850
308
$38.2K 0.01%
1,588
309
$38K 0.01%
1,740
310
$37.6K 0.01%
80
311
$37.6K 0.01%
426
312
$37.5K 0.01%
206
313
$37.5K 0.01%
361
+1
314
$36.9K 0.01%
32
-15
315
$36.8K 0.01%
480
316
$36.5K 0.01%
149
317
$36.1K 0.01%
347
318
$33.3K 0.01%
456
319
$32.9K 0.01%
+800
320
$32.7K 0.01%
304
-150
321
$32.3K 0.01%
150
322
$31.9K 0.01%
617
323
$31.8K 0.01%
93
324
$31.3K 0.01%
64
325
$31.3K 0.01%
552