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
$293M
AUM Growth
+$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Sells

1 +$1.25M
2 +$291K
3 +$209K
4
GE icon
GE Aerospace
GE
+$151K
5
MA icon
Mastercard
MA
+$115K

Sector Composition

1 Financials 14.86%
2 Technology 9.71%
3 Healthcare 8.09%
4 Consumer Staples 6.76%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K ﹤0.01%
280
-698
402
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400
403
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75
404
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473
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1,555
407
$7K ﹤0.01%
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409
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50
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390
421
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422
$5K ﹤0.01%
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60
+29
424
$5K ﹤0.01%
216
425
$5K ﹤0.01%
115