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
$249M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$12.2M
3
+$9.48M
4
MSFT icon
Microsoft
MSFT
+$7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.54M

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%
+25
452
$3K ﹤0.01%
+136
453
$3K ﹤0.01%
+140
454
$2K ﹤0.01%
+500
455
$2K ﹤0.01%
+61
456
$2K ﹤0.01%
+200
457
$2K ﹤0.01%
+150
458
$2K ﹤0.01%
+82
459
$2K ﹤0.01%
+100
460
$2K ﹤0.01%
+85
461
$2K ﹤0.01%
+65
462
$2K ﹤0.01%
+120
463
$2K ﹤0.01%
+100
464
$2K ﹤0.01%
+200
465
$2K ﹤0.01%
+200
466
$2K ﹤0.01%
+28
467
$2K ﹤0.01%
+10
468
$2K ﹤0.01%
+112
469
$2K ﹤0.01%
+50
470
$2K ﹤0.01%
+44
471
$2K ﹤0.01%
+32
472
$2K ﹤0.01%
+75
473
$2K ﹤0.01%
+24
474
$1K ﹤0.01%
+40
475
$1K ﹤0.01%
+1,000
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