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
$249M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$12.2M
3
+$9.48M
4
MSFT icon
Microsoft
MSFT
+$7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.54M

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
401
$5K ﹤0.01%
+94
402
$5K ﹤0.01%
+64
403
$5K ﹤0.01%
+200
404
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+132
405
$5K ﹤0.01%
+60
406
$5K ﹤0.01%
+92
407
$5K ﹤0.01%
+168
408
$5K ﹤0.01%
+65
409
$5K ﹤0.01%
+76
410
$5K ﹤0.01%
+115
411
$5K ﹤0.01%
+196
412
$5K ﹤0.01%
+380
413
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+300
414
$4K ﹤0.01%
+50
415
$4K ﹤0.01%
+100
416
$4K ﹤0.01%
+600
417
$4K ﹤0.01%
+90
418
$4K ﹤0.01%
+48
419
$4K ﹤0.01%
+90
420
$4K ﹤0.01%
+21
421
$4K ﹤0.01%
+150
422
$4K ﹤0.01%
+133
423
$4K ﹤0.01%
+125
424
$4K ﹤0.01%
+22
425
$4K ﹤0.01%
+60
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