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
$412M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.28M
3
+$1.03M
4
VUG icon
Vanguard Growth ETF
VUG
+$991K
5
NVDA icon
NVIDIA
NVDA
+$867K

Top Sells

1
+$1.05M
2
+$696K
3
+$386K
4
AAPL icon
Apple
AAPL
+$346K
5
IYW icon
iShares US Technology ETF
IYW
+$264K

Sector Composition

1 Financials 14.83%
2 Technology 11.79%
3 Healthcare 8.6%
4 Consumer Discretionary 7.99%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$12K ﹤0.01%
57
+7
402
$12K ﹤0.01%
200
403
$12K ﹤0.01%
185
404
$12K ﹤0.01%
80
-336
405
$12K ﹤0.01%
329
+162
406
$12K ﹤0.01%
150
-295
407
$12K ﹤0.01%
160
+40
408
$12K ﹤0.01%
118
409
$12K ﹤0.01%
38
+13
410
$11K ﹤0.01%
351
411
$11K ﹤0.01%
500
412
$11K ﹤0.01%
22
+20
413
$11K ﹤0.01%
+211
414
$11K ﹤0.01%
288
-112
415
$11K ﹤0.01%
100
416
$11K ﹤0.01%
+45
417
$11K ﹤0.01%
400
418
$11K ﹤0.01%
604
419
$11K ﹤0.01%
176
420
$11K ﹤0.01%
+80
421
$11K ﹤0.01%
600
422
$11K ﹤0.01%
220
423
$10K ﹤0.01%
398
+198
424
$10K ﹤0.01%
225
425
$10K ﹤0.01%
50
15 16
17
18 19