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
$639M
AUM Growth
-$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$1.34M
3 +$1.06M
4
UBER icon
Uber
UBER
+$985K
5
DUK icon
Duke Energy
DUK
+$574K

Top Sells

1 +$972K
2 +$746K
3 +$604K
4
JPM icon
JPMorgan Chase
JPM
+$381K
5
DG icon
Dollar General
DG
+$231K

Sector Composition

1 Technology 14.16%
2 Financials 12.94%
3 Healthcare 7.62%
4 Consumer Discretionary 5.83%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$34.9K 0.01%
386
352
$34.8K 0.01%
1,029
353
$34.5K 0.01%
172
354
$34.1K 0.01%
2,039
355
$32.7K 0.01%
925
356
$32.6K 0.01%
3,246
-1,500
357
$32.5K 0.01%
64
+1
358
$32.3K 0.01%
450
359
$32.3K 0.01%
1,450
360
$32.1K 0.01%
+175
361
$32.1K 0.01%
1,272
362
$31.2K ﹤0.01%
248
363
$30.6K ﹤0.01%
852
364
$30.1K ﹤0.01%
1,000
365
$29.9K ﹤0.01%
135
+25
366
$29.9K ﹤0.01%
175
367
$29.9K ﹤0.01%
99
368
$29.3K ﹤0.01%
757
369
$28.8K ﹤0.01%
259
370
$28.6K ﹤0.01%
118
371
$28.4K ﹤0.01%
292
372
$28.3K ﹤0.01%
234
373
$28K ﹤0.01%
258
374
$27.7K ﹤0.01%
344
375
$27.6K ﹤0.01%
375