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
526
$5.45K ﹤0.01%
100
527
$5.44K ﹤0.01%
63
528
$5.43K ﹤0.01%
150
529
$5.28K ﹤0.01%
400
530
$5.2K ﹤0.01%
120
531
$5.19K ﹤0.01%
230
532
$5.15K ﹤0.01%
164
533
$5.1K ﹤0.01%
37
534
$5K ﹤0.01%
69
535
$4.95K ﹤0.01%
35
536
$4.93K ﹤0.01%
39
+7
537
$4.92K ﹤0.01%
28
538
$4.89K ﹤0.01%
109
539
$4.85K ﹤0.01%
10
540
$4.74K ﹤0.01%
442
541
$4.66K ﹤0.01%
25
542
$4.6K ﹤0.01%
50
543
$4.57K ﹤0.01%
113
+33
544
$4.54K ﹤0.01%
77
545
$4.42K ﹤0.01%
50
546
$4.24K ﹤0.01%
65
-9
547
$4.21K ﹤0.01%
93
548
$4.2K ﹤0.01%
398
549
$4.08K ﹤0.01%
5
550
$4.05K ﹤0.01%
3,000
20 21
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