LWANC

Laurel Wealth Advisors (North Carolina) Portfolio holdings

AUM $6.97B
1-Year Est. Return 11.97%
This Quarter Est. Return
1 Year Est. Return
+11.97%
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
722
New
Increased
Reduced
Closed

Top Sells

1 +$7.29M
2 +$1.32M
3 +$1.24M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.1M
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$978K

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
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1,118