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
$639M
AUM Growth
-$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.34M
3
+$1.06M
4
UBER icon
Uber
UBER
+$985K
5
DUK icon
Duke Energy
DUK
+$574K

Top Sells

1
+$972K
2
+$746K
3
+$604K
4
JPM icon
JPMorgan Chase
JPM
+$381K
5
DG icon
Dollar General
DG
+$231K

Sector Composition

1 Technology 14.16%
2 Financials 12.94%
3 Healthcare 7.62%
4 Consumer Discretionary 5.83%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$13.3K ﹤0.01%
411
452
$13.3K ﹤0.01%
20
-16
453
$13.1K ﹤0.01%
300
454
$13.1K ﹤0.01%
400
455
$12.7K ﹤0.01%
251
456
$12.6K ﹤0.01%
120
457
$12.5K ﹤0.01%
240
458
$12.4K ﹤0.01%
168
459
$12.2K ﹤0.01%
218
460
$11.8K ﹤0.01%
100
461
$11.5K ﹤0.01%
250
462
$11.5K ﹤0.01%
130
463
$11.4K ﹤0.01%
52
464
$11.1K ﹤0.01%
42
465
$11K ﹤0.01%
200
466
$10.9K ﹤0.01%
41
467
$10.7K ﹤0.01%
62
468
$10.7K ﹤0.01%
133
469
$10.6K ﹤0.01%
441
470
$10.4K ﹤0.01%
48
-2
471
$10.3K ﹤0.01%
100
472
$10.3K ﹤0.01%
200
473
$10.2K ﹤0.01%
55
474
$10.1K ﹤0.01%
57
+6
475
$9.84K ﹤0.01%
956
17 18
19
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