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
$266M
AUM Growth
-$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1 +$1.33M
2 +$956K
3 +$878K
4
UPS icon
United Parcel Service
UPS
+$583K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$577K

Sector Composition

1 Financials 13.81%
2 Technology 11.17%
3 Healthcare 8.99%
4 Consumer Discretionary 6.96%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$0 ﹤0.01%
1,000
577
$0 ﹤0.01%
125
578
-1,285
579
$0 ﹤0.01%
1
580
$0 ﹤0.01%
12
+3