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
26
$4.12M 1.07%
19,191
+646
27
$3.9M 1.01%
53,417
-4,167
28
$3.89M 1.01%
23,044
+180
29
$3.85M 1%
25,991
+3,895
30
$3.8M 0.99%
17,877
+315
31
$3.51M 0.91%
78,371
+5,937
32
$3.47M 0.9%
12,711
+668
33
$3.46M 0.9%
16,427
-697
34
$3.42M 0.89%
20,281
-538
35
$3.31M 0.86%
14,889
+1,065
36
$3.19M 0.83%
54,342
+5,603
37
$3.13M 0.81%
57,042
+8,407
38
$3.05M 0.79%
12,505
+656
39
$3.04M 0.79%
17,262
-175
40
$3.03M 0.79%
59,455
+9,606
41
$3.02M 0.78%
25,731
+1,730
42
$2.98M 0.77%
15,202
+186
43
$2.89M 0.75%
60,260
-100
44
$2.79M 0.72%
19,073
+33
45
$2.73M 0.71%
25,486
+3,545
46
$2.71M 0.7%
124,590
47
$2.39M 0.62%
106,859
+450
48
$2.34M 0.61%
79,370
-21,479
49
$2.3M 0.6%
11,035
-55
50
$2.25M 0.59%
8,902
+334
1
2
3 4 5