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
$284M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$538K
3
+$376K
4
DUK icon
Duke Energy
DUK
+$310K
5
BAC icon
Bank of America
BAC
+$278K

Top Sells

1
+$3.2M
2
+$1.18M
3
+$671K
4
MSFT icon
Microsoft
MSFT
+$464K
5
BFS
Saul Centers
BFS
+$354K

Sector Composition

1 Financials 15.64%
2 Technology 9.58%
3 Healthcare 8.55%
4 Consumer Discretionary 6.48%
5 Consumer Staples 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
6
477
$3K ﹤0.01%
25
478
$3K ﹤0.01%
61
479
$2K ﹤0.01%
1
-1,599
480
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40
481
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31
-29
482
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200
483
$2K ﹤0.01%
48
+26
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61
+34
485
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150
486
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50
487
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945
488
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10
489
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74
+2
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38
+24
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$1K ﹤0.01%
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494
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7
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600
497
$1K ﹤0.01%
7
498
$1K ﹤0.01%
+41
499
$1K ﹤0.01%
+6
500
$1K ﹤0.01%
7
18 19
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