LWANC
Laurel Wealth Advisors (North Carolina) Portfolio holdings
AUM
$6.97B
1-Year Return
11.97%
This Quarter Return
+5.47%
1 Year Return
+11.97%
3 Year Return
+59.17%
5 Year Return
+101.7%
10 Year Return
–
AUM
$412M
AUM Growth
+$27.7M
(+7.2%)
Cap. Flow
+$8.57M
Cap. Flow
% of AUM
2.08%
Top 10 Holdings %
Top 10 Hldgs %
30.48%
Holding
683
New
99
Increased
144
Reduced
99
Closed
29
Top Buys
| 1 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$1.65M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$1.28M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$1.03M |
| 4 |
Vanguard Growth ETF
VUG
|
+$991K |
| 5 |
NVIDIA
NVDA
|
+$867K |
Top Sells
| 1 |
DISCA
Discovery, Inc. Series A Common Stock
DISCA
|
+$1.05M |
| 2 |
Crown Castle
CCI
|
+$696K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$386K |
| 4 |
Apple
AAPL
|
+$346K |
| 5 |
iShares US Technology ETF
IYW
|
+$264K |
Sector Composition
| 1 | Financials | 14.83% |
| 2 | Technology | 11.79% |
| 3 | Healthcare | 8.6% |
| 4 | Consumer Discretionary | 7.99% |
| 5 | Communication Services | 6.62% |
