LWANC

Laurel Wealth Advisors (North Carolina) Portfolio holdings

AUM $6.97B
1-Year Est. Return 11.97%
This Quarter Est. Return
1 Year Est. Return
+11.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$469M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$704K
3
+$661K
4
CRWD icon
CrowdStrike
CRWD
+$638K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$631K

Top Sells

1
+$2.43M
2
+$638K
3
+$223K
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$182K
5
WFC icon
Wells Fargo
WFC
+$146K

Sector Composition

1 Technology 13.75%
2 Financials 11.46%
3 Healthcare 9.21%
4 Consumer Discretionary 6.73%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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603
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606
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607
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608
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609
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-2,000
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