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
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Sells

1 +$1.19M
2 +$940K
3 +$905K
4
NVDA icon
NVIDIA
NVDA
+$896K
5
AAPL icon
Apple
AAPL
+$807K

Sector Composition

1 Technology 14.43%
2 Financials 11.83%
3 Healthcare 9.29%
4 Consumer Discretionary 6.53%
5 Consumer Staples 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
-26
602
-179
603
-4
604
-60
605
-100