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
$249M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$12.2M
3
+$9.48M
4
MSFT icon
Microsoft
MSFT
+$7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.54M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.45%
2 Healthcare 9.05%
3 Technology 8.89%
4 Consumer Discretionary 6.24%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
+100
477
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+50
478
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+28
479
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+10
480
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+27
481
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+22
482
$1K ﹤0.01%
+6
483
$1K ﹤0.01%
+13
484
$1K ﹤0.01%
+19
485
$1K ﹤0.01%
+10
486
$1K ﹤0.01%
+40
487
$1K ﹤0.01%
+118
488
$1K ﹤0.01%
+43
489
$1K ﹤0.01%
+7
490
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+7
491
$1K ﹤0.01%
+14
492
$1K ﹤0.01%
+200
493
$1K ﹤0.01%
+945
494
$1K ﹤0.01%
+600
495
$1K ﹤0.01%
+22
496
$1K ﹤0.01%
+5
497
$1K ﹤0.01%
+12
498
$1K ﹤0.01%
+3
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