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
376
$16K ﹤0.01%
114
377
$16K ﹤0.01%
305
378
$15K ﹤0.01%
464
379
$15K ﹤0.01%
98
380
$15K ﹤0.01%
273
381
$15K ﹤0.01%
10
-43
382
$15K ﹤0.01%
172
-119
383
$15K ﹤0.01%
750
384
$14K ﹤0.01%
425
+25
385
$14K ﹤0.01%
+33
386
$14K ﹤0.01%
130
387
$14K ﹤0.01%
100
388
$14K ﹤0.01%
264
389
$14K ﹤0.01%
140
-10
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$14K ﹤0.01%
34
391
$14K ﹤0.01%
52
392
$13K ﹤0.01%
58
393
$13K ﹤0.01%
100
394
$13K ﹤0.01%
300
395
$13K ﹤0.01%
375
396
$13K ﹤0.01%
185
+40
397
$13K ﹤0.01%
100
398
$13K ﹤0.01%
600
399
$13K ﹤0.01%
40
400
$12K ﹤0.01%
50
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