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
$385M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1 +$3.62M
2 +$2.03M
3 +$1.32M
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$1.14M
5
AMZN icon
Amazon
AMZN
+$1.12M

Top Sells

1 +$3.19M
2 +$2.78M
3 +$1.31M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$633K
5
WFC icon
Wells Fargo
WFC
+$477K

Sector Composition

1 Financials 14.3%
2 Technology 12.48%
3 Healthcare 8.7%
4 Consumer Discretionary 8.24%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$6K ﹤0.01%
+125
452
$6K ﹤0.01%
175
453
$6K ﹤0.01%
+34
454
$6K ﹤0.01%
250
455
$6K ﹤0.01%
64
456
$6K ﹤0.01%
+110
457
$6K ﹤0.01%
133
458
$6K ﹤0.01%
125
459
$6K ﹤0.01%
409
460
$6K ﹤0.01%
60
461
$6K ﹤0.01%
+40
462
$6K ﹤0.01%
170
-30
463
$6K ﹤0.01%
+65
464
$6K ﹤0.01%
+880
465
$6K ﹤0.01%
39
466
$6K ﹤0.01%
+225
467
$5K ﹤0.01%
7
468
$5K ﹤0.01%
413
469
$5K ﹤0.01%
124
470
$5K ﹤0.01%
75
471
$5K ﹤0.01%
150
472
$5K ﹤0.01%
60
473
$5K ﹤0.01%
132
474
$5K ﹤0.01%
+141
475
$5K ﹤0.01%
+200