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
551
$4.03K ﹤0.01%
42
552
$3.99K ﹤0.01%
3,801
553
$3.96K ﹤0.01%
50
554
$3.94K ﹤0.01%
64
555
$3.91K ﹤0.01%
50
556
$3.85K ﹤0.01%
24
557
$3.84K ﹤0.01%
60
558
$3.82K ﹤0.01%
45
559
$3.81K ﹤0.01%
28
560
$3.78K ﹤0.01%
9
561
$3.75K ﹤0.01%
600
562
$3.71K ﹤0.01%
48
563
$3.7K ﹤0.01%
75
564
$3.65K ﹤0.01%
100
565
$3.6K ﹤0.01%
2,500
566
$3.59K ﹤0.01%
604
567
$3.58K ﹤0.01%
100
-300
568
$3.48K ﹤0.01%
200
569
$3.46K ﹤0.01%
185
570
$3.45K ﹤0.01%
105
571
$3.37K ﹤0.01%
34
572
$3.35K ﹤0.01%
10
+3
573
$3.32K ﹤0.01%
17
574
$3.29K ﹤0.01%
264
575
$3.22K ﹤0.01%
102
-4
21 22
23
24 25