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
$582M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$1.88M
3
+$1.72M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.05M

Top Sells

1
+$1.26M
2
+$755K
3
+$306K
4
LLY icon
Eli Lilly
LLY
+$260K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$253K

Sector Composition

1 Technology 14.86%
2 Financials 12.22%
3 Healthcare 8.62%
4 Consumer Discretionary 6.44%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8.15K ﹤0.01%
413
452
$7.99K ﹤0.01%
23
453
$7.98K ﹤0.01%
+80
454
$7.97K ﹤0.01%
39
455
$7.95K ﹤0.01%
24
456
$7.72K ﹤0.01%
3,801
457
$7.69K ﹤0.01%
60
458
$7.67K ﹤0.01%
36
+6
459
$7.66K ﹤0.01%
577
-72
460
$7.6K ﹤0.01%
300
461
$7.58K ﹤0.01%
177
+1
462
$7.57K ﹤0.01%
117
463
$7.51K ﹤0.01%
1,068
464
$7.27K ﹤0.01%
+108
465
$6.7K ﹤0.01%
2,500
466
$6.59K ﹤0.01%
69
467
$6.32K ﹤0.01%
175
468
$6.18K ﹤0.01%
30
469
$6.13K ﹤0.01%
58
470
$6.11K ﹤0.01%
398
471
$6.02K ﹤0.01%
50
472
$5.84K ﹤0.01%
30
+2
473
$5.68K ﹤0.01%
369
474
$5.67K ﹤0.01%
135
-627
475
$5.59K ﹤0.01%
241
17 18
19
20 21