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
426
$6K ﹤0.01%
45
427
$6K ﹤0.01%
37
428
$6K ﹤0.01%
500
+409
429
$6K ﹤0.01%
175
430
$6K ﹤0.01%
60
431
$6K ﹤0.01%
133
432
$6K ﹤0.01%
39
433
$6K ﹤0.01%
80
434
$5K ﹤0.01%
398
435
$5K ﹤0.01%
400
+200
436
$5K ﹤0.01%
83
437
$5K ﹤0.01%
58
438
$5K ﹤0.01%
45
439
$5K ﹤0.01%
400
440
$5K ﹤0.01%
124
441
$5K ﹤0.01%
300
442
$5K ﹤0.01%
64
443
$5K ﹤0.01%
100
444
$5K ﹤0.01%
132
445
$5K ﹤0.01%
400
446
$5K ﹤0.01%
71
447
$5K ﹤0.01%
30
448
$5K ﹤0.01%
69
449
$5K ﹤0.01%
235
+5
450
$5K ﹤0.01%
1,118