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
$469M
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Sells

1 +$1.19M
2 +$940K
3 +$905K
4
NVDA icon
NVIDIA
NVDA
+$896K
5
AAPL icon
Apple
AAPL
+$807K

Sector Composition

1 Technology 14.43%
2 Financials 11.83%
3 Healthcare 9.29%
4 Consumer Discretionary 6.53%
5 Consumer Staples 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$10.4K ﹤0.01%
248
402
$10.2K ﹤0.01%
586
+30
403
$10.1K ﹤0.01%
110
404
$10.1K ﹤0.01%
37
405
$10K ﹤0.01%
219
406
$9.74K ﹤0.01%
232
407
$9.73K ﹤0.01%
200
408
$9.62K ﹤0.01%
22
409
$9.45K ﹤0.01%
250
410
$9.2K ﹤0.01%
98
411
$9.17K ﹤0.01%
51
412
$9.05K ﹤0.01%
83
413
$8.96K ﹤0.01%
369
414
$8.73K ﹤0.01%
93
415
$8.59K ﹤0.01%
375
+4
416
$8.49K ﹤0.01%
104
-425
417
$8.4K ﹤0.01%
63
418
$8.3K ﹤0.01%
170
419
$8.23K ﹤0.01%
17
420
$8.21K ﹤0.01%
250
421
$7.93K ﹤0.01%
413
422
$7.85K ﹤0.01%
76
423
$7.81K ﹤0.01%
100
424
$7.81K ﹤0.01%
100
425
$7.58K ﹤0.01%
62