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
$639M
AUM Growth
-$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.34M
3
+$1.06M
4
UBER icon
Uber
UBER
+$985K
5
DUK icon
Duke Energy
DUK
+$574K

Top Sells

1
+$972K
2
+$746K
3
+$604K
4
JPM icon
JPMorgan Chase
JPM
+$381K
5
DG icon
Dollar General
DG
+$231K

Sector Composition

1 Technology 14.16%
2 Financials 12.94%
3 Healthcare 7.62%
4 Consumer Discretionary 5.83%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9.81K ﹤0.01%
96
477
$9.8K ﹤0.01%
193
478
$9.8K ﹤0.01%
76
479
$9.73K ﹤0.01%
170
480
$9.61K ﹤0.01%
+90
481
$9.45K ﹤0.01%
400
-300
482
$9.34K ﹤0.01%
430
483
$9.31K ﹤0.01%
300
484
$9.24K ﹤0.01%
22
485
$9.05K ﹤0.01%
53
-59
486
$8.98K ﹤0.01%
460
487
$8.75K ﹤0.01%
569
488
$8.55K ﹤0.01%
45
489
$8.42K ﹤0.01%
413
490
$8.38K ﹤0.01%
50
491
$8.31K ﹤0.01%
33
492
$8.19K ﹤0.01%
200
493
$8.11K ﹤0.01%
82
-60
494
$7.9K ﹤0.01%
13
+1
495
$7.87K ﹤0.01%
1,068
496
$7.66K ﹤0.01%
107
497
$7.64K ﹤0.01%
500
498
$7.59K ﹤0.01%
510
-8
499
$7.58K ﹤0.01%
108
500
$7.57K ﹤0.01%
58
18 19
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