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
$385M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.03M
3
+$1.32M
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$1.14M
5
AMZN icon
Amazon
AMZN
+$1.12M

Top Sells

1
+$3.19M
2
+$2.78M
3
+$1.31M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$633K
5
WFC icon
Wells Fargo
WFC
+$477K

Sector Composition

1 Financials 14.3%
2 Technology 12.48%
3 Healthcare 8.7%
4 Consumer Discretionary 8.24%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20K 0.01%
300
352
$19K ﹤0.01%
375
353
$19K ﹤0.01%
100
+30
354
$19K ﹤0.01%
138
355
$19K ﹤0.01%
99
356
$19K ﹤0.01%
+375
357
$18K ﹤0.01%
155
+6
358
$18K ﹤0.01%
300
359
$18K ﹤0.01%
114
360
$18K ﹤0.01%
76
-84
361
$17K ﹤0.01%
46
362
$17K ﹤0.01%
364
-400
363
$17K ﹤0.01%
214
364
$17K ﹤0.01%
96
365
$17K ﹤0.01%
1,068
366
$17K ﹤0.01%
+100
367
$17K ﹤0.01%
500
368
$16K ﹤0.01%
200
369
$16K ﹤0.01%
115
370
$16K ﹤0.01%
500
+150
371
$16K ﹤0.01%
4
372
$16K ﹤0.01%
115
373
$16K ﹤0.01%
305
374
$15K ﹤0.01%
200
375
$15K ﹤0.01%
34
13 14
15
16 17