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
$469M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$704K
3
+$661K
4
CRWD icon
CrowdStrike
CRWD
+$638K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$631K

Top Sells

1
+$2.43M
2
+$638K
3
+$223K
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$182K
5
WFC icon
Wells Fargo
WFC
+$146K

Sector Composition

1 Technology 13.75%
2 Financials 11.46%
3 Healthcare 9.21%
4 Consumer Discretionary 6.73%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3.86K ﹤0.01%
45
477
$3.84K ﹤0.01%
260
478
$3.74K ﹤0.01%
24
479
$3.74K ﹤0.01%
77
480
$3.72K ﹤0.01%
60
481
$3.7K ﹤0.01%
455
482
$3.65K ﹤0.01%
300
483
$3.63K ﹤0.01%
50
484
$3.47K ﹤0.01%
150
485
$3.44K ﹤0.01%
64
486
$3.37K ﹤0.01%
+90
487
$3.22K ﹤0.01%
24
488
$3.05K ﹤0.01%
+66
489
$2.92K ﹤0.01%
50
490
$2.89K ﹤0.01%
50
491
$2.86K ﹤0.01%
112
492
$2.82K ﹤0.01%
67
493
$2.77K ﹤0.01%
+26
494
$2.75K ﹤0.01%
70
495
$2.71K ﹤0.01%
48
496
$2.66K ﹤0.01%
50
497
$2.65K ﹤0.01%
75
498
$2.58K ﹤0.01%
20
499
$2.58K ﹤0.01%
49
500
$2.57K ﹤0.01%
10
18 19
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