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
$572M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$1.91M
3
+$1.01M
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$702K
5
PFE icon
Pfizer
PFE
+$541K

Top Sells

1
+$2.51M
2
+$628K
3
+$615K
4
LLY icon
Eli Lilly
LLY
+$590K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$587K

Sector Composition

1 Technology 16.57%
2 Healthcare 8.82%
3 Financials 8.81%
4 Consumer Discretionary 6.09%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.12K ﹤0.01%
60
577
$1.09K ﹤0.01%
10
578
$1.02K ﹤0.01%
7
579
$1K ﹤0.01%
+58
580
$978 ﹤0.01%
50
581
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7
582
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25
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583
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1,000
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$680 ﹤0.01%
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$676 ﹤0.01%
3
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$676 ﹤0.01%
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$661 ﹤0.01%
5
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$649 ﹤0.01%
5
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