LWANC

Laurel Wealth Advisors (North Carolina) Portfolio holdings

AUM $756M
1-Year Est. Return 18.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.2%
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
+$17.2M
2
+$13M
3
+$9.55M
4
AAPL icon
Apple
AAPL
+$7.67M
5
MSFT icon
Microsoft
MSFT
+$7.38M

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%
+114
402
$5K ﹤0.01%
+60
403
$5K ﹤0.01%
+196
404
$5K ﹤0.01%
+380
405
$5K ﹤0.01%
+94
406
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+64
407
$5K ﹤0.01%
+200
408
$5K ﹤0.01%
+132
409
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+92
410
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+168
411
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+65
412
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+76
413
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414
$4K ﹤0.01%
+50
415
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416
$4K ﹤0.01%
+600
417
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+90
418
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+48
419
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+90
420
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+21
421
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+150
422
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+133
423
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+125
424
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+22
425
$4K ﹤0.01%
+60
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