LWANC

Laurel Wealth Advisors (North Carolina) Portfolio holdings

AUM $6.97B
1-Year Est. Return 11.97%
This Quarter Est. Return
1 Year Est. Return
+11.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Sells

1 +$1.25M
2 +$291K
3 +$209K
4
GE icon
GE Aerospace
GE
+$151K
5
MA icon
Mastercard
MA
+$115K

Sector Composition

1 Financials 14.86%
2 Technology 9.71%
3 Healthcare 8.09%
4 Consumer Staples 6.76%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-8,168
552
$0 ﹤0.01%
+1
553
$0 ﹤0.01%
+25
554
-343
555
-144