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
$405M
AUM Growth
-$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.44%
2 Financials 11.99%
3 Healthcare 10.12%
4 Consumer Staples 6.88%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K ﹤0.01%
150
402
$7K ﹤0.01%
69
403
$7K ﹤0.01%
58
404
$7K ﹤0.01%
413
405
$7K ﹤0.01%
90
406
$7K ﹤0.01%
63
407
$7K ﹤0.01%
150
408
$7K ﹤0.01%
110
409
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150
+50
410
$7K ﹤0.01%
17
411
$7K ﹤0.01%
151
412
$7K ﹤0.01%
725
413
$7K ﹤0.01%
800
414
$7K ﹤0.01%
800
415
$6K ﹤0.01%
60
416
$6K ﹤0.01%
241
417
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96
-30
418
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$6K ﹤0.01%
100
420
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25
421
$6K ﹤0.01%
600
422
$6K ﹤0.01%
329
423
$6K ﹤0.01%
150
424
$6K ﹤0.01%
67
425
$6K ﹤0.01%
+100