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
$412M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.28M
3
+$1.03M
4
VUG icon
Vanguard Growth ETF
VUG
+$991K
5
NVDA icon
NVIDIA
NVDA
+$867K

Top Sells

1
+$1.05M
2
+$696K
3
+$386K
4
AAPL icon
Apple
AAPL
+$346K
5
IYW icon
iShares US Technology ETF
IYW
+$264K

Sector Composition

1 Financials 14.83%
2 Technology 11.79%
3 Healthcare 8.6%
4 Consumer Discretionary 7.99%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K ﹤0.01%
125
477
$6K ﹤0.01%
+65
478
$6K ﹤0.01%
+55
479
$6K ﹤0.01%
200
480
$6K ﹤0.01%
20
481
$6K ﹤0.01%
1,618
+250
482
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59
+9
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$6K ﹤0.01%
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484
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63
485
$6K ﹤0.01%
+101
486
$6K ﹤0.01%
200
487
$6K ﹤0.01%
24
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$5K ﹤0.01%
300
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$5K ﹤0.01%
100
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50
491
$5K ﹤0.01%
+306
492
$5K ﹤0.01%
+297
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494
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495
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40
496
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497
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15
-5
498
$5K ﹤0.01%
+150
499
$5K ﹤0.01%
101
500
$5K ﹤0.01%
+100
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