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
$284M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$538K
3
+$376K
4
DUK icon
Duke Energy
DUK
+$310K
5
BAC icon
Bank of America
BAC
+$278K

Top Sells

1
+$3.2M
2
+$1.18M
3
+$671K
4
MSFT icon
Microsoft
MSFT
+$464K
5
BFS
Saul Centers
BFS
+$354K

Sector Composition

1 Financials 15.64%
2 Technology 9.58%
3 Healthcare 8.55%
4 Consumer Discretionary 6.48%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
74
+1
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150
453
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+120
467
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471
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100
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475
$3K ﹤0.01%
36
-29
17 18
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