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
$394M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Sells

1 +$1.21B
2 +$3.68M
3 +$559K
4
XME icon
SPDR S&P Metals & Mining ETF
XME
+$495K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$472K

Sector Composition

1 Technology 12.27%
2 Financials 11.94%
3 Healthcare 9.78%
4 Consumer Discretionary 6.85%
5 Consumer Staples 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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