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
501
$4.19K ﹤0.01%
77
502
$4.16K ﹤0.01%
50
503
$4.16K ﹤0.01%
88
504
$4.1K ﹤0.01%
111
505
$4.06K ﹤0.01%
100
506
$3.89K ﹤0.01%
109
507
$3.86K ﹤0.01%
455
508
$3.85K ﹤0.01%
90
509
$3.77K ﹤0.01%
+100
510
$3.74K ﹤0.01%
24
511
$3.74K ﹤0.01%
+42
512
$3.66K ﹤0.01%
60
513
$3.62K ﹤0.01%
64
514
$3.58K ﹤0.01%
9
-94
515
$3.57K ﹤0.01%
299
-117
516
$3.57K ﹤0.01%
164
-3
517
$3.48K ﹤0.01%
48
518
$3.34K ﹤0.01%
10
519
$3.3K ﹤0.01%
20
520
$3.3K ﹤0.01%
150
521
$3.29K ﹤0.01%
25
522
$3.27K ﹤0.01%
+2
523
$3.26K ﹤0.01%
+78
524
$3.11K ﹤0.01%
66
525
$3.02K ﹤0.01%
32
19 20
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