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
351
$10K ﹤0.01%
+46
352
$10K ﹤0.01%
+604
353
$10K ﹤0.01%
+220
354
$10K ﹤0.01%
+76
355
$10K ﹤0.01%
+1,255
356
$10K ﹤0.01%
+150
357
$10K ﹤0.01%
+200
358
$9K ﹤0.01%
+56
359
$9K ﹤0.01%
+56
360
$9K ﹤0.01%
+464
361
$9K ﹤0.01%
+100
362
$9K ﹤0.01%
+31
363
$9K ﹤0.01%
+136
364
$9K ﹤0.01%
+79
365
$9K ﹤0.01%
+74
366
$9K ﹤0.01%
+200
367
$9K ﹤0.01%
+534
368
$9K ﹤0.01%
+34
369
$9K ﹤0.01%
+118
370
$9K ﹤0.01%
+75
371
$9K ﹤0.01%
+48
372
$9K ﹤0.01%
+1,980
373
$8K ﹤0.01%
+52
374
$8K ﹤0.01%
+300
375
$8K ﹤0.01%
+375
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