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
326
$13K 0.01%
+98
327
$13K 0.01%
+200
328
$13K 0.01%
+840
329
$13K 0.01%
+99
330
$13K 0.01%
+100
331
$13K 0.01%
+1,555
332
$12K ﹤0.01%
+100
333
$12K ﹤0.01%
+183
334
$12K ﹤0.01%
+385
335
$12K ﹤0.01%
+2,000
336
$12K ﹤0.01%
+150
337
$12K ﹤0.01%
+200
338
$12K ﹤0.01%
+458
339
$11K ﹤0.01%
+80
340
$11K ﹤0.01%
+240
341
$11K ﹤0.01%
+351
342
$11K ﹤0.01%
+875
343
$11K ﹤0.01%
+216
344
$11K ﹤0.01%
+115
345
$11K ﹤0.01%
+600
346
$10K ﹤0.01%
+200
347
$10K ﹤0.01%
+70
348
$10K ﹤0.01%
+300
349
$10K ﹤0.01%
+400
350
$10K ﹤0.01%
+185
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