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
$495M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Sells

1 +$514K
2 +$480K
3 +$416K
4
MSFT icon
Microsoft
MSFT
+$328K
5
JPM icon
JPMorgan Chase
JPM
+$243K

Sector Composition

1 Technology 15.04%
2 Financials 11.51%
3 Healthcare 9.02%
4 Consumer Discretionary 6.78%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$11.1K ﹤0.01%
600
402
$11.1K ﹤0.01%
22
403
$11K ﹤0.01%
110
404
$10.9K ﹤0.01%
37
405
$10.2K ﹤0.01%
219
406
$10.2K ﹤0.01%
250
407
$10.1K ﹤0.01%
248
408
$10.1K ﹤0.01%
200
409
$9.86K ﹤0.01%
232
410
$9.6K ﹤0.01%
250
411
$9.55K ﹤0.01%
98
412
$9.06K ﹤0.01%
133
413
$8.94K ﹤0.01%
93
414
$8.86K ﹤0.01%
170
-525
415
$8.61K ﹤0.01%
371
+3
416
$8.37K ﹤0.01%
62
-1
417
$8.34K ﹤0.01%
43
418
$8.2K ﹤0.01%
51
419
$8.17K ﹤0.01%
17
420
$8.1K ﹤0.01%
413
421
$8.06K ﹤0.01%
76
422
$8K ﹤0.01%
100
423
$7.92K ﹤0.01%
63
424
$7.76K ﹤0.01%
1,068
425
$7.6K ﹤0.01%
83