LWANC

Laurel Wealth Advisors (North Carolina) Portfolio holdings

AUM $756M
1-Year Est. Return 18.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.2%
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
+$17.2M
2
+$13M
3
+$9.55M
4
AAPL icon
Apple
AAPL
+$7.67M
5
MSFT icon
Microsoft
MSFT
+$7.38M

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%
+71
377
$8K ﹤0.01%
+400
378
$8K ﹤0.01%
+609
379
$8K ﹤0.01%
+52
380
$8K ﹤0.01%
+300
381
$8K ﹤0.01%
+375
382
$8K ﹤0.01%
+115
383
$8K ﹤0.01%
+200
384
$7K ﹤0.01%
+75
385
$7K ﹤0.01%
+130
386
$7K ﹤0.01%
+46
387
$7K ﹤0.01%
+248
388
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389
$7K ﹤0.01%
+300
390
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391
$6K ﹤0.01%
+200
392
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+250
393
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395
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+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%
+300
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