LWANC

Laurel Wealth Advisors (North Carolina) Portfolio holdings

AUM $1.01B
1-Year Est. Return 14.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.39%
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
+$17.2M
2
+$13M
3
+$9.55M
4
AAPL icon
Apple
AAPL
+$7.67M
5
MSFT icon
Microsoft
MSFT
+$7.38M

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%
+5
477
$1K ﹤0.01%
+22
478
$1K ﹤0.01%
+600
479
$1K ﹤0.01%
+14
480
$1K ﹤0.01%
+7
481
$1K ﹤0.01%
+7
482
$1K ﹤0.01%
+43
483
$1K ﹤0.01%
+118
484
$1K ﹤0.01%
+40
485
$1K ﹤0.01%
+40
486
$1K ﹤0.01%
+19
487
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488
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+6
489
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+27
491
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494
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+100
495
$1K ﹤0.01%
+1,000
496
$1K ﹤0.01%
+40
497
$1K ﹤0.01%
+945
498
$1K ﹤0.01%
+200
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