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
$639M
AUM Growth
-$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.34M
3
+$1.06M
4
UBER icon
Uber
UBER
+$985K
5
DUK icon
Duke Energy
DUK
+$574K

Top Sells

1
+$972K
2
+$746K
3
+$604K
4
JPM icon
JPMorgan Chase
JPM
+$381K
5
DG icon
Dollar General
DG
+$231K

Sector Composition

1 Technology 14.16%
2 Financials 12.94%
3 Healthcare 7.62%
4 Consumer Discretionary 5.83%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$22.7K ﹤0.01%
1,666
402
$22.6K ﹤0.01%
410
403
$22.4K ﹤0.01%
101
404
$22.3K ﹤0.01%
315
405
$21.2K ﹤0.01%
325
406
$21K ﹤0.01%
635
407
$21K ﹤0.01%
255
408
$20.9K ﹤0.01%
617
-100
409
$20.3K ﹤0.01%
80
410
$20.1K ﹤0.01%
193
411
$19.9K ﹤0.01%
65
412
$19.9K ﹤0.01%
236
+130
413
$19.6K ﹤0.01%
72
414
$19.1K ﹤0.01%
220
415
$19.1K ﹤0.01%
58
416
$19.1K ﹤0.01%
850
417
$18.9K ﹤0.01%
140
418
$18.8K ﹤0.01%
200
419
$18.5K ﹤0.01%
223
420
$18.2K ﹤0.01%
520
-33
421
$18.1K ﹤0.01%
600
422
$17.8K ﹤0.01%
103
+9
423
$17.8K ﹤0.01%
100
424
$17.3K ﹤0.01%
210
-2
425
$17.1K ﹤0.01%
300
15 16
17
18 19