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
$582M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$1.88M
3
+$1.72M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.05M

Top Sells

1
+$1.26M
2
+$755K
3
+$306K
4
LLY icon
Eli Lilly
LLY
+$260K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$253K

Sector Composition

1 Technology 14.86%
2 Financials 12.22%
3 Healthcare 8.62%
4 Consumer Discretionary 6.44%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5.52K ﹤0.01%
95
477
$5.5K ﹤0.01%
82
478
$5.49K ﹤0.01%
75
+15
479
$5.43K ﹤0.01%
+13
480
$5.41K ﹤0.01%
150
481
$5.4K ﹤0.01%
32
+30
482
$5.37K ﹤0.01%
100
483
$5.17K ﹤0.01%
400
484
$5.09K ﹤0.01%
600
485
$5.08K ﹤0.01%
35
486
$5.01K ﹤0.01%
100
487
$4.99K ﹤0.01%
300
488
$4.96K ﹤0.01%
28
489
$4.93K ﹤0.01%
37
490
$4.92K ﹤0.01%
100
491
$4.88K ﹤0.01%
+42
492
$4.87K ﹤0.01%
35
493
$4.81K ﹤0.01%
45
494
$4.67K ﹤0.01%
+82
495
$4.67K ﹤0.01%
+15
496
$4.43K ﹤0.01%
600
497
$4.41K ﹤0.01%
+63
498
$4.41K ﹤0.01%
70
499
$4.31K ﹤0.01%
604
500
$4.24K ﹤0.01%
486
-65
18 19
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