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
$639M
AUM Growth
-$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$1.34M
3 +$1.06M
4
UBER icon
Uber
UBER
+$985K
5
DUK icon
Duke Energy
DUK
+$574K

Top Sells

1 +$972K
2 +$746K
3 +$604K
4
JPM icon
JPMorgan Chase
JPM
+$381K
5
DG icon
Dollar General
DG
+$231K

Sector Composition

1 Technology 14.16%
2 Financials 12.94%
3 Healthcare 7.62%
4 Consumer Discretionary 5.83%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$27.5K ﹤0.01%
172
377
$27.4K ﹤0.01%
723
378
$27.2K ﹤0.01%
475
379
$27.1K ﹤0.01%
150
380
$27.1K ﹤0.01%
277
381
$27K ﹤0.01%
195
382
$26.7K ﹤0.01%
1,000
383
$26.5K ﹤0.01%
325
384
$26.4K ﹤0.01%
155
385
$26.1K ﹤0.01%
222
386
$25.6K ﹤0.01%
189
387
$25.4K ﹤0.01%
81
+1
388
$25.1K ﹤0.01%
40
389
$25K ﹤0.01%
396
390
$24.8K ﹤0.01%
260
391
$24.8K ﹤0.01%
50
+2
392
$24.8K ﹤0.01%
42
393
$24.4K ﹤0.01%
430
394
$24.3K ﹤0.01%
915
395
$23.5K ﹤0.01%
54
396
$23.3K ﹤0.01%
154
397
$23.2K ﹤0.01%
1,000
398
$23.2K ﹤0.01%
300
399
$23K ﹤0.01%
177
400
$22.9K ﹤0.01%
1,000