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
501
$7.54K ﹤0.01%
36
502
$7.39K ﹤0.01%
115
503
$7.37K ﹤0.01%
125
504
$7.36K ﹤0.01%
39
505
$7.32K ﹤0.01%
30
506
$7.28K ﹤0.01%
23
507
$7.22K ﹤0.01%
100
508
$7.17K ﹤0.01%
369
509
$7.11K ﹤0.01%
105
510
$7.03K ﹤0.01%
175
511
$6.91K ﹤0.01%
+100
512
$6.81K ﹤0.01%
61
513
$6.72K ﹤0.01%
60
514
$6.61K ﹤0.01%
50
515
$6.47K ﹤0.01%
200
-700
516
$6.28K ﹤0.01%
100
517
$6.27K ﹤0.01%
17
518
$6.16K ﹤0.01%
30
519
$6.11K ﹤0.01%
241
520
$6.1K ﹤0.01%
300
521
$6.04K ﹤0.01%
51
522
$5.96K ﹤0.01%
600
523
$5.8K ﹤0.01%
100
524
$5.79K ﹤0.01%
119
525
$5.77K ﹤0.01%
76
+6
19 20
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22 23