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
426
$16.7K ﹤0.01%
83
427
$16.4K ﹤0.01%
300
-1
428
$16.3K ﹤0.01%
250
-475
429
$16.3K ﹤0.01%
230
430
$16.2K ﹤0.01%
37
431
$15.9K ﹤0.01%
200
432
$15.4K ﹤0.01%
136
433
$15.3K ﹤0.01%
236
434
$15.2K ﹤0.01%
232
-5
435
$15.1K ﹤0.01%
1,300
436
$14.9K ﹤0.01%
178
437
$14.6K ﹤0.01%
188
-443
438
$14.6K ﹤0.01%
87
+17
439
$14.5K ﹤0.01%
300
440
$14.5K ﹤0.01%
300
441
$14.4K ﹤0.01%
200
442
$14.4K ﹤0.01%
307
443
$14.4K ﹤0.01%
63
444
$13.9K ﹤0.01%
382
445
$13.8K ﹤0.01%
211
446
$13.7K ﹤0.01%
308
447
$13.6K ﹤0.01%
700
-3
448
$13.6K ﹤0.01%
46
449
$13.5K ﹤0.01%
395
+3
450
$13.5K ﹤0.01%
130
16 17
18
19 20