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
$412M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.28M
3
+$1.03M
4
VUG icon
Vanguard Growth ETF
VUG
+$991K
5
NVDA icon
NVIDIA
NVDA
+$867K

Top Sells

1
+$1.05M
2
+$696K
3
+$386K
4
AAPL icon
Apple
AAPL
+$346K
5
IYW icon
iShares US Technology ETF
IYW
+$264K

Sector Composition

1 Financials 14.83%
2 Technology 11.79%
3 Healthcare 8.6%
4 Consumer Discretionary 7.99%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20K ﹤0.01%
115
352
$20K ﹤0.01%
1,444
353
$20K ﹤0.01%
300
354
$19K ﹤0.01%
375
355
$19K ﹤0.01%
115
356
$19K ﹤0.01%
71
-25
357
$19K ﹤0.01%
4
358
$19K ﹤0.01%
1,068
359
$19K ﹤0.01%
375
360
$19K ﹤0.01%
309
361
$19K ﹤0.01%
300
362
$19K ﹤0.01%
76
363
$18K ﹤0.01%
155
364
$18K ﹤0.01%
500
365
$17K ﹤0.01%
600
366
$17K ﹤0.01%
214
367
$17K ﹤0.01%
500
368
$17K ﹤0.01%
+290
369
$16K ﹤0.01%
66
370
$16K ﹤0.01%
46
371
$16K ﹤0.01%
948
372
$16K ﹤0.01%
364
373
$16K ﹤0.01%
70
374
$16K ﹤0.01%
216
375
$16K ﹤0.01%
100
13 14
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