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
$249M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$12.2M
3
+$9.48M
4
MSFT icon
Microsoft
MSFT
+$7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.54M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.45%
2 Healthcare 9.05%
3 Technology 8.89%
4 Consumer Discretionary 6.24%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8K ﹤0.01%
+115
377
$8K ﹤0.01%
+200
378
$8K ﹤0.01%
+85
379
$8K ﹤0.01%
+233
380
$8K ﹤0.01%
+100
381
$8K ﹤0.01%
+71
382
$8K ﹤0.01%
+400
383
$8K ﹤0.01%
+609
384
$7K ﹤0.01%
+46
385
$7K ﹤0.01%
+248
386
$7K ﹤0.01%
+266
387
$7K ﹤0.01%
+300
388
$7K ﹤0.01%
+160
389
$7K ﹤0.01%
+75
390
$7K ﹤0.01%
+130
391
$6K ﹤0.01%
+200
392
$6K ﹤0.01%
+250
393
$6K ﹤0.01%
+175
394
$6K ﹤0.01%
+168
395
$6K ﹤0.01%
+121
396
$6K ﹤0.01%
+221
397
$6K ﹤0.01%
+216
398
$6K ﹤0.01%
+51
399
$6K ﹤0.01%
+50
400
$5K ﹤0.01%
+114
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