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
$304M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.33M
3
+$691K
4
ABBV icon
AbbVie
ABBV
+$671K
5
AMZN icon
Amazon
AMZN
+$637K

Top Sells

1
+$4.38M
2
+$1.05M
3
+$594K
4
AAPL icon
Apple
AAPL
+$435K
5
RTX icon
RTX Corp
RTX
+$402K

Sector Composition

1 Financials 13.58%
2 Technology 12.57%
3 Healthcare 8.91%
4 Consumer Discretionary 8.01%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11K ﹤0.01%
400
377
$10K ﹤0.01%
200
378
$10K ﹤0.01%
100
379
$10K ﹤0.01%
300
380
$10K ﹤0.01%
+350
381
$10K ﹤0.01%
74
-37
382
$10K ﹤0.01%
118
383
$10K ﹤0.01%
172
384
$9K ﹤0.01%
351
385
$9K ﹤0.01%
100
386
$9K ﹤0.01%
534
387
$9K ﹤0.01%
15
388
$9K ﹤0.01%
115
389
$9K ﹤0.01%
600
390
$8K ﹤0.01%
220
391
$8K ﹤0.01%
1,255
392
$8K ﹤0.01%
65
393
$8K ﹤0.01%
121
394
$8K ﹤0.01%
51
-20
395
$8K ﹤0.01%
750
396
$8K ﹤0.01%
106
397
$8K ﹤0.01%
473
398
$8K ﹤0.01%
81
+6
399
$7K ﹤0.01%
+400
400
$7K ﹤0.01%
27
-73
14 15
16
17 18