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
$639M
AUM Growth
-$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.34M
3
+$1.06M
4
UBER icon
Uber
UBER
+$985K
5
DUK icon
Duke Energy
DUK
+$574K

Top Sells

1
+$972K
2
+$746K
3
+$604K
4
JPM icon
JPMorgan Chase
JPM
+$381K
5
DG icon
Dollar General
DG
+$231K

Sector Composition

1 Technology 14.16%
2 Financials 12.94%
3 Healthcare 7.62%
4 Consumer Discretionary 5.83%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$43.7K 0.01%
1,090
327
$42.7K 0.01%
1,600
328
$42.4K 0.01%
150
329
$41K 0.01%
472
330
$40.8K 0.01%
150
331
$40.7K 0.01%
1,835
332
$40.5K 0.01%
427
333
$39.6K 0.01%
85
334
$39.4K 0.01%
638
335
$39.1K 0.01%
511
+4
336
$38.9K 0.01%
356
-4
337
$38.7K 0.01%
1,500
338
$38.5K 0.01%
618
339
$38.2K 0.01%
539
340
$38K 0.01%
181
341
$37.7K 0.01%
323
342
$37.4K 0.01%
739
343
$37.1K 0.01%
510
344
$37K 0.01%
900
-500
345
$36.5K 0.01%
138
346
$36.4K 0.01%
141
347
$35.7K 0.01%
1,200
348
$35.5K 0.01%
776
349
$35.5K 0.01%
467
-124
350
$35.3K 0.01%
316
-2
12 13
14
15 16