LWANC
Laurel Wealth Advisors (North Carolina) Portfolio holdings
AUM
$6.97B
1-Year Return
11.97%
This Quarter Return
+8.71%
1 Year Return
+11.97%
3 Year Return
+59.17%
5 Year Return
+101.7%
10 Year Return
–
AUM
$335M
AUM Growth
+$30.6M
(+10%)
Cap. Flow
+$6.92M
Cap. Flow
% of AUM
2.07%
Top 10 Holdings %
Top 10 Hldgs %
32.71%
Holding
568
New
33
Increased
80
Reduced
102
Closed
16
Top Buys
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$2.61M |
| 2 |
Reinsurance Group of America
RGA
|
$1.01M |
| 3 |
Amazon
AMZN
|
$967K |
| 4 |
iShares MBS ETF
MBB
|
$884K |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
$685K |
Top Sells
| 1 |
Apple
AAPL
|
$777K |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$640K |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$411K |
| 4 |
Nike
NKE
|
$291K |
| 5 |
Dollar General
DG
|
$247K |
Sector Composition
| 1 | Financials | 13.64% |
| 2 | Technology | 12.53% |
| 3 | Consumer Discretionary | 8.65% |
| 4 | Healthcare | 8.61% |
| 5 | Consumer Staples | 6.57% |
