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
326
$16K 0.01%
400
327
$16K 0.01%
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+3
328
$16K 0.01%
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$15K ﹤0.01%
78
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$15K ﹤0.01%
214
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$15K ﹤0.01%
480
333
$15K ﹤0.01%
96
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$15K ﹤0.01%
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$15K ﹤0.01%
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$14K ﹤0.01%
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$14K ﹤0.01%
327
-107
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$14K ﹤0.01%
552
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$14K ﹤0.01%
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$14K ﹤0.01%
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345
$14K ﹤0.01%
149
346
$14K ﹤0.01%
2,029
+1,000
347
$14K ﹤0.01%
99
348
$14K ﹤0.01%
458
349
$13K ﹤0.01%
46
-23
350
$13K ﹤0.01%
900
12 13
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15 16