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
551
$1.86K ﹤0.01%
69
552
$1.84K ﹤0.01%
34
+24
553
$1.83K ﹤0.01%
58
554
$1.7K ﹤0.01%
+17
555
$1.66K ﹤0.01%
+186
556
$1.62K ﹤0.01%
19
557
$1.58K ﹤0.01%
+13
558
$1.49K ﹤0.01%
+28
559
$1.48K ﹤0.01%
+28
560
$1.46K ﹤0.01%
11
561
$1.43K ﹤0.01%
19
562
$1.41K ﹤0.01%
+51
563
$1.38K ﹤0.01%
+99
564
$1.38K ﹤0.01%
+5
565
$1.38K ﹤0.01%
+24
566
$1.37K ﹤0.01%
+35
567
$1.34K ﹤0.01%
+19
568
$1.32K ﹤0.01%
10
569
$1.31K ﹤0.01%
+1,000
570
$1.3K ﹤0.01%
+44
571
$1.3K ﹤0.01%
+43
572
$1.27K ﹤0.01%
+68
573
$1.22K ﹤0.01%
+66
574
$1.14K ﹤0.01%
11
575
$1.12K ﹤0.01%
50
-80
21 22
23
24 25