LWANC

Laurel Wealth Advisors (North Carolina) Portfolio holdings

AUM $756M
1-Year Est. Return 18.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.2%
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
+$17.2M
2
+$13M
3
+$9.55M
4
AAPL icon
Apple
AAPL
+$7.67M
5
MSFT icon
Microsoft
MSFT
+$7.38M

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%
+76
352
$10K ﹤0.01%
+1,255
353
$10K ﹤0.01%
+150
354
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+200
355
$10K ﹤0.01%
+70
356
$10K ﹤0.01%
+300
357
$10K ﹤0.01%
+400
358
$9K ﹤0.01%
+56
359
$9K ﹤0.01%
+56
360
$9K ﹤0.01%
+100
361
$9K ﹤0.01%
+31
362
$9K ﹤0.01%
+136
363
$9K ﹤0.01%
+79
364
$9K ﹤0.01%
+74
365
$9K ﹤0.01%
+200
366
$9K ﹤0.01%
+534
367
$9K ﹤0.01%
+464
368
$9K ﹤0.01%
+34
369
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+48
370
$9K ﹤0.01%
+118
371
$9K ﹤0.01%
+75
372
$9K ﹤0.01%
+1,980
373
$8K ﹤0.01%
+85
374
$8K ﹤0.01%
+233
375
$8K ﹤0.01%
+100
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