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
526
$3.01K ﹤0.01%
50
527
$2.98K ﹤0.01%
75
528
$2.97K ﹤0.01%
+38
529
$2.92K ﹤0.01%
49
530
$2.9K ﹤0.01%
25
531
$2.89K ﹤0.01%
264
+10
532
$2.73K ﹤0.01%
+509
533
$2.71K ﹤0.01%
100
534
$2.69K ﹤0.01%
50
535
$2.58K ﹤0.01%
40
536
$2.51K ﹤0.01%
+39
537
$2.39K ﹤0.01%
125
538
$2.32K ﹤0.01%
70
539
$2.32K ﹤0.01%
10
540
$2.22K ﹤0.01%
150
541
$2.21K ﹤0.01%
41
542
$2.13K ﹤0.01%
+19
543
$2.11K ﹤0.01%
36
544
$2.09K ﹤0.01%
100
545
$2.07K ﹤0.01%
53
+24
546
$2.04K ﹤0.01%
7
547
$1.99K ﹤0.01%
30
548
$1.99K ﹤0.01%
10
549
$1.97K ﹤0.01%
+9
550
$1.91K ﹤0.01%
+26
20 21
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