LWANC

Laurel Wealth Advisors (North Carolina) Portfolio holdings

AUM $756M
1-Year Est. Return 18.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$13M
3
+$9.55M
4
AAPL icon
Apple
AAPL
+$7.67M
5
MSFT icon
Microsoft
MSFT
+$7.38M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.45%
2 Healthcare 9.05%
3 Technology 8.89%
4 Consumer Discretionary 6.24%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
+182
452
$3K ﹤0.01%
+25
453
$3K ﹤0.01%
+136
454
$2K ﹤0.01%
+32
455
$2K ﹤0.01%
+44
456
$2K ﹤0.01%
+200
457
$2K ﹤0.01%
+500
458
$2K ﹤0.01%
+24
459
$2K ﹤0.01%
+75
460
$2K ﹤0.01%
+50
461
$2K ﹤0.01%
+112
462
$2K ﹤0.01%
+10
463
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+28
464
$2K ﹤0.01%
+200
465
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+200
466
$2K ﹤0.01%
+100
467
$2K ﹤0.01%
+120
468
$2K ﹤0.01%
+65
469
$2K ﹤0.01%
+85
470
$2K ﹤0.01%
+100
471
$2K ﹤0.01%
+123
472
$2K ﹤0.01%
+150
473
$2K ﹤0.01%
+61
474
$1K ﹤0.01%
+5
475
$1K ﹤0.01%
+7
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