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
$495M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Sells

1 +$514K
2 +$480K
3 +$416K
4
MSFT icon
Microsoft
MSFT
+$328K
5
JPM icon
JPMorgan Chase
JPM
+$243K

Sector Composition

1 Technology 15.04%
2 Financials 11.51%
3 Healthcare 9.02%
4 Consumer Discretionary 6.78%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$15.8K ﹤0.01%
154
377
$15.7K ﹤0.01%
100
378
$15.5K ﹤0.01%
72
379
$15.2K ﹤0.01%
470
380
$14.9K ﹤0.01%
76
381
$14.3K ﹤0.01%
230
382
$14.2K ﹤0.01%
220
383
$14.1K ﹤0.01%
115
384
$14.1K ﹤0.01%
130
385
$14K ﹤0.01%
50
386
$13.5K ﹤0.01%
91
+1
387
$13.4K ﹤0.01%
110
388
$13.4K ﹤0.01%
750
389
$13.3K ﹤0.01%
39
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$13.1K ﹤0.01%
166
391
$13K ﹤0.01%
364
392
$12.6K ﹤0.01%
150
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$12.6K ﹤0.01%
80
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$12.1K ﹤0.01%
52
395
$12K ﹤0.01%
400
396
$11.9K ﹤0.01%
86
397
$11.7K ﹤0.01%
259
398
$11.6K ﹤0.01%
556
-33
399
$11.4K ﹤0.01%
295
+1
400
$11.3K ﹤0.01%
110