LWANC

Laurel Wealth Advisors (North Carolina) Portfolio holdings

AUM $756M
1-Year Est. Return 18.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.23%
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
+$1.97M
2
+$1.33M
3
+$685K
4
ABBV icon
AbbVie
ABBV
+$602K
5
AMZN icon
Amazon
AMZN
+$558K

Top Sells

1
+$4.33M
2
+$1.06M
3
+$594K
4
RTX icon
RTX Corp
RTX
+$407K
5
AAPL icon
Apple
AAPL
+$370K

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
351
$13K ﹤0.01%
900
352
$13K ﹤0.01%
+200
353
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78
354
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34
-17
355
$13K ﹤0.01%
305
-33
356
$13K ﹤0.01%
1,430
357
$12K ﹤0.01%
98
358
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240
359
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360
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361
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70
362
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$12K ﹤0.01%
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365
$12K ﹤0.01%
70
366
$12K ﹤0.01%
200
367
$11K ﹤0.01%
200
368
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281
369
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150
370
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100
371
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229
+220
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$11K ﹤0.01%
400
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$11K ﹤0.01%
46
-10
374
$11K ﹤0.01%
464
-232
375
$11K ﹤0.01%
150
13 14
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