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
576
$1.11K ﹤0.01%
+65
577
$1.03K ﹤0.01%
+7
578
$981 ﹤0.01%
60
579
$963 ﹤0.01%
+7
580
$939 ﹤0.01%
+5
581
$933 ﹤0.01%
108
582
$920 ﹤0.01%
7
583
$906 ﹤0.01%
21
+12
584
$894 ﹤0.01%
6
585
$809 ﹤0.01%
+6
586
$798 ﹤0.01%
+17
587
$788 ﹤0.01%
7
588
$729 ﹤0.01%
+3
589
$681 ﹤0.01%
+5
590
$660 ﹤0.01%
5
591
$630 ﹤0.01%
7
592
$619 ﹤0.01%
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$618 ﹤0.01%
5
594
$574 ﹤0.01%
+14
595
$537 ﹤0.01%
+32
596
$528 ﹤0.01%
2
597
$502 ﹤0.01%
3
598
$484 ﹤0.01%
100
599
$428 ﹤0.01%
100
600
$421 ﹤0.01%
16
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