LWANC
Laurel Wealth Advisors (North Carolina) Portfolio holdings
AUM
$6.97B
1-Year Return
11.97%
This Quarter Return
-9.13%
1 Year Return
+11.97%
3 Year Return
+59.17%
5 Year Return
+101.7%
10 Year Return
–
AUM
$249M
AUM Growth
–
Cap. Flow
+$249M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.56%
Holding
498
New
498
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$18.3M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$12.2M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$9.48M |
| 4 |
Microsoft
MSFT
|
$7M |
| 5 |
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% |
