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
$284M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$538K
3
+$376K
4
DUK icon
Duke Energy
DUK
+$310K
5
BAC icon
Bank of America
BAC
+$278K

Top Sells

1
+$3.2M
2
+$1.18M
3
+$671K
4
MSFT icon
Microsoft
MSFT
+$464K
5
BFS
Saul Centers
BFS
+$354K

Sector Composition

1 Financials 15.64%
2 Technology 9.58%
3 Healthcare 8.55%
4 Consumer Discretionary 6.48%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$13K ﹤0.01%
150
352
$13K ﹤0.01%
880
+500
353
$13K ﹤0.01%
+151
354
$13K ﹤0.01%
200
355
$13K ﹤0.01%
1,255
356
$12K ﹤0.01%
+170
357
$12K ﹤0.01%
351
358
$12K ﹤0.01%
300
359
$12K ﹤0.01%
220
360
$12K ﹤0.01%
78
-30
361
$11K ﹤0.01%
+705
362
$11K ﹤0.01%
100
363
$11K ﹤0.01%
100
364
$11K ﹤0.01%
240
365
$11K ﹤0.01%
220
-107
366
$11K ﹤0.01%
200
367
$11K ﹤0.01%
70
368
$11K ﹤0.01%
115
369
$11K ﹤0.01%
2,000
370
$11K ﹤0.01%
534
371
$11K ﹤0.01%
+452
372
$11K ﹤0.01%
185
373
$11K ﹤0.01%
115
374
$11K ﹤0.01%
1,555
375
$10K ﹤0.01%
400
13 14
15
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