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
$450M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Sector Composition

1 Financials 14.36%
2 Technology 12.25%
3 Healthcare 8.27%
4 Consumer Discretionary 7.92%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$7K ﹤0.01%
55
502
$7K ﹤0.01%
30
503
$7K ﹤0.01%
150
504
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140
505
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261
+5
506
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+140
507
$7K ﹤0.01%
39
508
$7K ﹤0.01%
650
509
$6K ﹤0.01%
1,118
-500
510
$6K ﹤0.01%
24
511
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150
512
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600
513
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300
514
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+250
515
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+35
516
$6K ﹤0.01%
63
517
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150
518
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+75
519
$6K ﹤0.01%
67
520
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1,500
521
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45
+25
522
$6K ﹤0.01%
15
+7
523
$6K ﹤0.01%
124
524
$6K ﹤0.01%
64
525
$6K ﹤0.01%
76
+1