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
$304M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.33M
3
+$691K
4
ABBV icon
AbbVie
ABBV
+$671K
5
AMZN icon
Amazon
AMZN
+$637K

Top Sells

1
+$4.38M
2
+$1.05M
3
+$594K
4
AAPL icon
Apple
AAPL
+$435K
5
RTX icon
RTX Corp
RTX
+$402K

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%
78
352
$13K ﹤0.01%
500
353
$13K ﹤0.01%
34
-17
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305
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355
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1,430
356
$13K ﹤0.01%
+200
357
$12K ﹤0.01%
230
358
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98
359
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70
365
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$12K ﹤0.01%
48
-24
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$11K ﹤0.01%
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$11K ﹤0.01%
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-232
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$11K ﹤0.01%
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105
371
$11K ﹤0.01%
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$11K ﹤0.01%
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$11K ﹤0.01%
150
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$11K ﹤0.01%
100
375
$11K ﹤0.01%
229
+220
13 14
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