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
$405M
AUM Growth
-$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.44%
2 Financials 11.99%
3 Healthcare 10.12%
4 Consumer Staples 6.88%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$1K ﹤0.01%
+15
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19
578
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579
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56
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10
581
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583
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55
584
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150
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133
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13
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14
+7
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35
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210
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34
+10
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75
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75
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+100
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35
596
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35
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20
600
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28