LWANC

Laurel Wealth Advisors (North Carolina) Portfolio holdings

AUM $756M
1-Year Est. Return 18.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$304M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.33M
3
+$685K
4
ABBV icon
AbbVie
ABBV
+$602K
5
AMZN icon
Amazon
AMZN
+$558K

Top Sells

1
+$4.33M
2
+$1.06M
3
+$594K
4
RTX icon
RTX Corp
RTX
+$407K
5
AAPL icon
Apple
AAPL
+$370K

Sector Composition

1 Financials 13.58%
2 Technology 12.57%
3 Healthcare 8.91%
4 Consumer Discretionary 8.01%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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554
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$0 ﹤0.01%
6
-6
558
$0 ﹤0.01%
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560
$0 ﹤0.01%
8
561
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-5,838
562
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-42
563
– –
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